Google's Pitch Stays Inside
Very Very interesting. I read this article just after watching "Enron: The smartest guys in the room" (which I beleive is a must see for any one who considers himself an investor) and it has made me remarkably bearish on Google.
Another fact which did influence my opinion:
a) Google calling the DOJ request to provide search sampling criteria "so malinformed that it borders on nonsensical" - WHEN companies like Yahoo, MSN and AOL have complied (one thing for sure we know about the three companies mentioned above is that they have all been through the downturn, and although most of them are lead by young 30+ Presidents, they are mostly less brash than Sergey Brin and Larry Page)
Anyways hope you enjoy the article. And if you have a couple of grand to spare, no harm buying september put.