Re: Google
Funny thing is that Google, unlike many other companies, does not issue quarterly "guidance" (another of Warren Buffet's pet advice taken religiously by Mssrs Page and Brin). So the fact that Google beat the "estimates" is more of an indictment of analysts's guesstimates than anything else. Yahoo had shown 50% increase in search-based ads only a few days ago. Anyone could have guessed Google will trump that easily.
Anyway, the Company is doing fairly well, and the best thing is that they keep on coming up with more good stuff. Not sitting pretty on their search engine laurels.