Comments on: Google misses – but will it matter? http://www.mathewingram.com/work/2006/01/31/google-misses-but-will-it-matter/ ... at the intersection of media, technology, business and the web Tue, 04 Oct 2011 13:01:00 +0000 hourly 1 http://wordpress.org/?v=3.1 By: Mathew http://www.mathewingram.com/work/2006/01/31/google-misses-but-will-it-matter/comment-page-1/#comment-269 Mathew Wed, 01 Feb 2006 15:19:27 +0000 http://www.mathewingram.com/work/index.php/2006/01/31/google-misses-but-will-it-matter/#comment-269 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. 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.

]]> By: stefan http://www.mathewingram.com/work/2006/01/31/google-misses-but-will-it-matter/comment-page-1/#comment-267 stefan Wed, 01 Feb 2006 09:55:52 +0000 http://www.mathewingram.com/work/index.php/2006/01/31/google-misses-but-will-it-matter/#comment-267 Mathew, what was your view of the way Google spun the results on its conference call? The full transcript is up at <a href="http://internetstockblog.com/article/6351" rel="nofollow">http://internetstockblog.com/article/6351</a> As a google investor, would appreciate your take on this. 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.

]]> By: Mathew http://www.mathewingram.com/work/2006/01/31/google-misses-but-will-it-matter/comment-page-1/#comment-263 Mathew Wed, 01 Feb 2006 03:48:45 +0000 http://www.mathewingram.com/work/index.php/2006/01/31/google-misses-but-will-it-matter/#comment-263 Good point. I totally take that back -- unfair to the weasels :-) Good point. I totally take that back — unfair to the weasels :-)

]]> By: Paul Montgomery http://www.mathewingram.com/work/2006/01/31/google-misses-but-will-it-matter/comment-page-1/#comment-262 Paul Montgomery Wed, 01 Feb 2006 03:46:32 +0000 http://www.mathewingram.com/work/index.php/2006/01/31/google-misses-but-will-it-matter/#comment-262 <em>Even assuming that a majority of analysts are craven weasels (just kidding, guys)</em> So you should apologise to the weasels. Being compared to stock analysts is a major insult. 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.

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