Yes,
- But how firm are their rules (like ad % etc.) Can it be changed with a stroke of the pen? That may be very important for companies with many employees, operating clean and using Google Ad's as a main source of revenue.
- How consitent are profit sharing across markets?
- Are there any discriminations?
- Are there unwritten rules?
- What about sites using competing ad's from eg. providers like CJ, LS, TradeDoubler, Yahoo, MS etc? Google is an American company and American authorities (as economists like me) don't like monopolies. Note: Google is not a monopoly, but very efficiently run company, IMO. It is extremely difficult to beat their business model.
- Google reads this, so my moralism for today is. "Be careful Google. You are a young company."
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"In recent weeks, Google stepped up its plans to sell ads on cellphones, and the company is expected to announce an operating system for mobile phones soon. Google also introduced two efforts intended to cash in on YouTube’s popularity. In September, it showed a type of online video ad that is overlaid on YouTube clips. This month it said it would use its advertising network to distribute YouTube clips that are surrounded with ads".
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P.S. There is a huge difference between a monopoly and a company with a monopolistic position in their market like Coca Cola. One investing criteria for one of the world's best investors,
Warren Buffett is according to what I have read that he looks for companies with a monopolistic postion in their industry. Another is that he don't invest in companies that he does not understand. How easy is it to understand Google?