Donna Bogatin had an interesting blog post yesterday based on comments made by Sheryl Sandberg, VP of global online sales and operations for Google. Ever since I attended the Google University in December 2002 with former Kelsey analyst Greg Sterling, I’ve seen the local dollar signs in Google's eyes. The piece is well worth the read.
The key question going forward is how much of Google's ambitious goal of $10B by 2010 will come directly and how much will come through partners. Kelsey analyst Matt Booth is in the final stages of completing a thorough analysis of the Free DA space. One of the key observations is the possibility of Google entering this space and how its entry, and perhaps that of MSN, could be a game changer.