Buy Google, sell Yahoo!

This article is exactly my point. Read it buy clicking on the headline. Good work Rick Munarriz!

Tomorrow Yahoo! will post Q3 and on Thursday Google will. Expect Yahoo! to disappoint since they are still loosing market share to Google. Google in the other hand should do well from a growing online market of which they command a growing share. Also Google's substantial international revenue will be worth more this quarter since the dollar has been lower compared to Q2.

After this Q3 comes the two strongest quarters - Q4 and Q1. Expect Google to do very well in this period. Their annual growth is still around 80% while Yahoo!'s is around 20%. The difference says everything. Q4 is a banner quarter, but Google still does well here - while Q1 is bigtime search quarter.