Google...because if Google goes down the crapper, that means the crap has really hit the fan. And Google's demise will take thousands of websites with it, who rely on adwords, adsense, and getting found in Google search results.
Google makes $4 billion in profit on $22 billion in revenue. I'm pretty sure they're not going anywhere. They're more like Microsoft than an internet company now.
Google aren't going anywhere but what about YouTube? They recieve around 13 new hours of video every minute and that's just uploads! The storage and bandwidth costs must be horrendous. I just can't see how the very light amount of ads they serve could possibly cover the cost of such an operation.
Then again, I have until Oct. 2010 for that to play out (and I do have money behind my mouth on that one). 2009 is going to be the year for testing Google and its advertising income. They may gain market share from the little guys getting weeded out, but I'm still keenly interested to see how their income and EPS plays out.
If they're still holding strong into late '09 and pushing $5 EPS per quarter, well I'll be a tad bit poorer and a little bit smarter.
