The Threat to All of Google's Revenue

Additionally, we haven't even begun to see tighter integration of high cpm premium online content and online advertising (a simple example being a sweepstakes in which you have content, you get names and numbers, etc.) that I expect we'll begin to see.

Will GOOG go to $0? Certainly not; it has a continually growing business and the smartest people in the world working for it, and Google's other products, while not generating a lot in revenue, are generating a lot of mind-share and are being taken seriously by the competition (hence the lawsuit with Viacom(VIA Quote) on YouTube).

Despite all the attempts by InterActiveCorp(IACI Quote) (with Ask.com's recent "Ask3D" initiatives), Yahoo! and Microsoft to get share in search, Google keeps dominating this area, without any real moat other than brand value. (Arguably, Ask's results are better right now, thanks to the integration of Teoma.)

	What GOOG product, other than search, do you use the most? Answer Here

But is 100% of Google's revenue in question? Do people really need to pay so much for search ads? About nine out of 10 Web sites I visit can easily improve their natural search results with very simple techniques.

Many of these same companies are ignoring this and just spending money on keywords. This is like using diet pills instead of exercising. First see what you can do naturally -- then take the medicine.

This is why I belive that over the next 12 months, Yahoo! is the better bet than Google.