This is a must read story on Google, explaining how competition is heating up, advertisers are actually leaving the Google 'pay per click and search' fold, and how Google reminds Barron's of Amazon back when it was selling for $400 per share and Blodgett was making a case for it to be $800. (One of the interesting asides in the story is how Henry Blodgett is now making a case where he could see Google hitting $100 per share.)

Overview of the recent Barron's post, summarizing the Google risks.