Sufiy.: Google GOOG WEB 2.0 Bubble is going to burst with Subprime mess.

Thursday, August 30, 2007

Google GOOG WEB 2.0 Bubble is going to burst with Subprime mess.

"After listening to the Bankrate conference call, our conviction is increasing that the mortgage mess is the canary in the coalmine for a cyclical bust in online advertising"
http://www.alleyinsider.com/

We believe most analysts are severely underestimating the impact the mortgage collapse could have on online advertising spending.
http://www.alleyinsider.com/2007/08/why-mortgage-co.html

Add these two to Slowing Growth in Q2 2007:
http://sufiy.blogspot.com/2007/08/george-reyes-to-retire-as-google-cfo.html

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