With all the talk of retailers having to cut prices and lowering their
margins, shouldn't we be focusing on the bigger picture here? The
mighty Google is the one directing a ton of traffic to all these
different sites this holiday season. Not only that, but a smarter
consumer that is looking for bargains is going to be more inclined to
click on an ad or two while looking for the perfect price on a
product. The more people that search for all these high tech gadgets
and anything else they are looking for on the net the better...

More traffic = More Searches = More Money For Google

But wait there's more, in case you missed it Yahoo's server's weren't
working for part of the day. Customer's couldn't even complete
transactions through Yahoo on this all important Cyber Monday! Imagine
all of those retailers that are going to come running over to Google
Checkout... what better reason to switch then to have Yahoo let you
down on one of the biggest days of the year! So guess where all those
potential customer's went? That right, straight over to a site that
allowed Google Checkout. With the Google Checkout promotion ending at
year end this will certainly be a great future revenue stream for the
big Goog.
So while I am continuing to be behind the Google Train, you had better
think about waiting until after the next fed meetings coming up to be
on the safe side, or just put on some now and some after the meeting.
While I do believe the fed will cut, if they don't you will be able to
get in at a lower price... Either way this is one of the best Long-
Term holdings out there.

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Source: http://stockpicky.blogspot.com/2007/11/real-winner-of-cyber-monday-is...