Everybody loves a good celebration, especially if the party is about underdogs taking a bite out of the big, bad top dog. But sometimes the confetti comes down a bit too fast.
Last week, comScore told us that Google
The published data neither supports nor disproves the idea that Google lost market share or revenue, comScore said. It makes sense if you remember the latest earnings call, where CFO George Reyes noted an improvement in ad quality to AdSense that happened to lower the click volume as well. If there really are fewer hits, but they pay better on average, the company could still come out ahead -- with happier customers on both sides of the marketing message.
I think that many investors stared themselves blind on a traditional key metric last week and didn't notice that it's just one component in the final income brew. Lower on the left side, higher on the right -- and the middle could go anywhere, depending on the magnitude of the other moves.
Put down the streamers, Microsoft
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Fool contributor Anders Bylund is a Google shareholder but holds no other position in any of the companies discussed here. You can check out Anders' holdings if you like. Foolish disclosure wants to rock and roll all night -- and party every day.