Shift to the real assets will continue further, once growth rate will slow even further compression of multiples will bring GOOG price further down to sustainable valuation:
http://sufiy.blogspot.com/2008/02/google-goog-web20-bubble-is-bursting.html
I could not agree more with this analyses:
http://www.alleyinsider.com/2008/2/google_very_exposed_to_us_recession__expert
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