Go With What You Know: Google Ventures Invests in Search Marketing Start-up Trada

Google’s venture capital arm isn’t charged with investing in Google-like companies. But it doesn’t hurt a start-up’s chances, either. See Trada, a two-year-old company dedicated to helping small businesses buy advertising…on Google.

Google CEO Eric Schmidt: “I Have a Special Spot for Apple in My Heart”

Eric Schmidt’s tender feelings for Apple won’t stop Google from competing directly with Apple’s iPhone: The company spent much of the time on its Q4 earnings call discussing its large mobile ambitions–without talking about specifics, of course. Meanwhile, the search giant posted a big jump in quarterly revenue. But not enough for twitchy investors, who are pushing shares down in after-hours trading.
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GOOG: Credit Suisse Ups Ests; But Sees Dings From Bing

Credit Suisse analyst Spencer Wang this morning repeated his Outperform rating on Google, while increasing his price target on the stock to $475, from $400. He also lifted EPS estimates on the company: for Q2, he now sees $4.99, up from $4.48. For the full year, he goes to $21.07, from $19.78.

New York Times: Our Digital Ads “Could Be Under Great Stress”

The Times says its core Web ad business–selling display ads on its pages–fell off in November, has gotten worse this month and could really be in trouble next year. But About.com is holding up comparatively well.