"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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