Mortgage Impact on GOOG, YHOO, RATE, TWX–OpCo

September 5, 2007 by Douglas A. McIntyre

From Silicon Alley Insider

Oppenheimer analyst Sandeep Aggarwal has weighed in on the mortgage-impact-on-online-advertising debate with a careful, lengthy analysis.  Despite cutting estimates on Google (GOOG), Yahoo (YHOO), and other Internet leaders, Aggarwal remains "cautiously optimistic" about the mortgage situation.  As described here, after performing a similar analysis, we remain cautiously pessimistic.  The key differences between Aggarwal’s analysis and ours are:  continued here…