] makes me think that it would only take one large pin, to
] pop the Google bubble. If the same pin were used on
] Yahoo, it would hurt for sure, but they'd almost
] certainly survive,

Yahoo numbers are out. And they look good.

And in waiting for and doing the Google comparison, people are reminded that, as Yahoo's ad publishing system hasn't launched yet, they have almost no search revenue. Which suggests that when they do launch -- and people are reasonably happy with their alterations on the adword behaviors -- they will do very well.

And reminds us that Google is very rich for being almost completely dependant on a form of revenue generation that is inherently fickle and could drop or be exposed at any time.

Yahoo! Profits and Search Engine Revenue Streams | Threadwatch.org