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November 03, 2005

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In the recent Time Warner financial report was this comment:

"AOL reported 16% higher operating income, as higher online advertising offset a continued decline in the traditional Internet-access business. Time Warner Cable showed the benefit of consumers switching to high-speed services with a 17% increase in operating income."

We should recall that 12% of Google's SEM revenue comes from its deal with AOL. If AOL's financials are that much improved from online advertising, then so is Google's.

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Posted by Martino Mingione on November 3, 2005 01:04 PM

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