Potential Cautionary for Google and Yahoo

Google does not issue specific guidance and does not pre-announce results, but in the past, has provided signals into how the quarter is progressing. They have done it again with CEO Eric Schmidt warning of an anemic economic recovery. That, in our opinion, signaled that 3Q10 wasn't robust. Astute investors have picked up on the signals in the past.

In addition, our checks with search engine marketers have turned cautionary.

Buy business equipment here.

Full Disclosure: We are long Google.