here's my personal opinion if it helps :)
- CEO has been pretty vocal about not feeling the recession (he would look
extremely foolish, and Schmitd is not the kind of guy to risk that)
- The Microhoo debacle has distracted Google's main competitors and and lost
confidence has caused migration of clients to Google (look at the market
share numbers from comscore)
- Doubleclick was integrated at the beginning of Q2; this is the first full
qtr those revenues (~100m or so) will be included.
- Youtube
