Mathew's comments - Latest Comments in Google misses - but will it matter?

Re: Google misses - but will it matter?

Mathew — Wed, 01 Feb 2006 10:19:27 -0000

Stefan:

As I see it, Google is essentially saying that the difference in their tax rate accounts for the majority of the miss, and as far as I can tell they are right. Expenses actually fell as a percentage of revenue, which is good, and there was substantial revenue growth, which is also good. I think this is more evidence that analysts are having a hard time coming up with forecasts because they get so little guidance -- and apparently Google has said it will start providing more on the tax side at least.

Re: Google misses - but will it matter?

stefan — Wed, 01 Feb 2006 04:55:52 -0000

Mathew, what was your view of the way Google spun the results on its conference call? The full transcript is up at
http://internetstockblog.com/article/6351

As a google investor, would appreciate your take on this.

Re: Google misses - but will it matter?

Mathew — Tue, 31 Jan 2006 22:48:45 -0000

Good point. I totally take that back -- unfair to the weasels :-)

Re: Google misses - but will it matter?

Paul Montgomery — Tue, 31 Jan 2006 22:46:32 -0000

Even assuming that a majority of analysts are craven weasels (just kidding, guys)

So you should apologise to the weasels. Being compared to stock analysts is a major insult.