Google's Deep-Pocket Advantage

Google (GOOG - commentary - Cramer's Take) is off to the races again, this time for an acquisition that gives it a stranglehold on Internet ad servings.

Should there be antitrust activity on this DoubleClick deal? I don't know, because antitrust has been pretty much nonexistent in this country unless you get Congress involved.

What's clear to me, though, about this deal, is Google really is the only game in town for growth on the Web because it has so much money and such a market cap that the companies that should be able to compete -- Microsoft (MSFT - commentary - Cramer's Take) and Yahoo! (YHOO - commentary - Cramer's Take) -- don't want to ruin their earnings per share with dilutive acquisitions. Google doesn't seem to mind at all. Neither do shareholders.

What's so brilliant about this one is that everyone will have to rely on Google if they want to get into this game, that's how pervasive DoubleClick's reach is.

What's next? Do you think that Google needs to ponder for a second before it buys Monster.com? Shouldn't it own that sector, too?

Whatever's for sale, Google can buy it and no one else can.

Talk about game, set, match.

At the time of publication, Cramer was long Yahoo!.

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