Google 2006 = Yahoo 2001?

Bambi Francisco at MarketWatch raises many of the key points about Google’s monetization challenges in the coming months and years. I was surprised to see this coming from Bambi who’s articles back in Bubble days were notoriously optimistic about the prospects for companies like Amazon that later saw HUGE stock dives. She also notes that IACI has a darn good search. I note they don’t have a bubblesque stock price either, with PE about … 12.

I covered some of these GOOG Stock items earlier, actually even before the recent stock tumble at Google.

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