div style=”text-align: justify;”Seeing lots of positive/defensive commentary on span style=”font-weight: bold;”Google (NASDAQ:GOOG)/span this morning:br /br /span style=”font-weight: bold;”Barclays says sell-off overdone./span Still thinks GOOG consensus # are too high for 4Q08 (+5.2% Q/Q net revs) amp; 2009 ($22.25 PF EPS), but stock clearly anticipating much lower numbers. And there are some early signs from SEMs that conversion rates amp; search spending have picked up a bit over the last couple weeks.br /br /span style=”font-weight: bold;”Piper Jaffray/span reits Buy and $600 tgt saying October, total query volume on Google grew 7.4% m/m, which has been the strongest sequential showing since Marchbr /br /span style=”font-weight: bold;”MLCO/span reits Buy and $468 tgt.br /br /span style=”font-weight: bold;”Google to cut contract workers – WSJ /span(this was rumored yesterday..probably main reason why it underperformed the mkt..also people were anticipating worse comScore data..which ended up being not that bad) – span style=”font-weight: bold;”FYI Only/span/div

Last 5 posts by Notable Calls

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