Almost all my experience with the investment community is from the research side, but I did once work on the propaganda side: investor relations [IR]. For a short time after the troubles began, I was ambushed into doing IR for the ill-fated shared-memory processing manufacturer Kendall Square Research.

And if you know the story of KSR, you know why I did IR only once and for a short time. So based on this meager IR experience, it was with wonderment that I noticed that Google (GOOG) was letting two engineering VPs loose at a Goldman Sachs conference.

By just being there, Alan Eustace and Jeff Huber answered my question posed on seekingalpha on March 7: Is Google a media play or an IT investment? (And with the pending DoubleClick acquisition, add to that question the possibility that it should be measured like a large advertising/communications agency).

Full article: seekingalpha.com 

Labels: applications, DoubleClick, market, technology