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Google surprised investors with strong third quarter earnings this week, and this morning the company's stock is way up. The company broke $1,000 for the first time in early trading. Where does all the euphoria come from? Online advertising. Google's main business helped to drive revenue up 23 percent this quarter. But there are some reasons for caution. Rob Enderly of the Enderly Group tells Marketplace Tech's Ben Johnson why.

Follow Ben Johnson at @@TheBrockJohnson