Analyst: Google's mobile business could land $2 to $4 per smart phone

Speculation is GOOG's best friend: Even though they've announced a somewhat more clear-cut plan now (albeit with many delicate variables) they've still left plenty of wiggle room for analysts to wildly speculate on the financial potential. It's kind of funny to watch the blind enthusiasm still pervading in the tech sector given the current warning signs popping up in other key sectors of the economy right now. And I still think we're going to look back and laugh hysterically at some of the current Facebook speculation in a few years.

Google's core business continues to be monetized exceedingly well and still drives almost all of Google's revenues. They're FAR more dependent upon search as a share of their overall revenues; even moreso than Microsoft is with Windows/Office as far as share of their overall earnings. But once you start to branch out from that they still seem to be struggling to find ways to monetize most of their other business areas. You can give away some things for free (or with no ads) in order to gain marketshare. But if the other shoe drops, the economy tanks, and ad dollars take a major hit investors are suddenly going to become much more critical and demand MUCH stronger monetization out of their non-search/adsense units than they're getting currently.; Posted by: RustyShackleford Posted on: 11/05/07 You are currently: a Guest | Members login | Terms of Use

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Speculation is GOOG's best friend RustyShackleford | 11/05/07

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