I find it illogical to make a case that it's better to be diversified when search is growing so much faster online.

These are extremely strong results. There is nothing to quibble with.

You might see the stock pause temporarily, ... For the longer term, we're still very bullish but in the very short term it wouldn't be a surprise to see the stock stabilize or pull back.

You might see the stock pause temporarily. For the longer term, we're still very bullish but in the very short term it wouldn't be a surprise to see the stock stabilize or pull back.

There has been a lack of liquidity, and this certainly makes more shares available to institutional investors,

I think he adds substantial credibility to the combination; it makes people very optimistic that he will build a significant and multibillion-dollar company over time,