Google (GOOG) stuck at $250 a share?

What gives, the market rallied Friday and continued today yet Google Inc (NASDAQ:GOOG) shares won't move and are actually lower? 

Has everyone lost their mind like David Byrne, if Google can't move then maybe the market has stopped making sense?

Thank today's negative action to Bernstein Research cutting its price targets on five U.S. internet companies.  The lucky winners?

Google Inc (GOOG), Amazon.com Inc (AMZN), IAC/InterActiveCorp (IACI), eBay (EBAY) and Yahoo Inc (YHOO), saying their stock prices have become somewhat detached from the intrinsic valuations of the companies themselves.

"The current dearth of debt financing, especially for private equity transactions has, we believe, untethered internet stock valuations from their fundamentals," the brokerage wrote in a research note. "It is unclear when the resultant downdraft in prices will abate."
It also forecast a growth in U.S. online advertising of 11.1 percent in 2009, and 9.2 percent worldwide.

"We think premium display advertising, however, has deteriorated markedly and will have low single digit growth in 2009 in the United States and approximately 10 percent growth overseas.

Barron's is also pissing on Google today playing good cop/ bad cop:

GOOGLE (GOOG) IS A great company, but not recession-proof.

Click volume and search ad pricing are under pressure, and so we are initiating coverage with a Sell rating.

Google is likely to be among the first to rally as the economy stabilizes; however, near term, we see downside to consensus estimates and believe that investors will get a better entry point in the next six months.
.......

We believe the stock could see further pressure near-term with downward consensus estimate revisions. We see the stock touching down to $200-$240 near term, which is where we would consider buying it. Long term, we see Google as a major beneficiary of the secular shift of advertising budgets from offline to online and mobile channels.

Masters, let Google fall, the lower it goes the better, soon it will be time to 'back up the truck' Cramer style on Google shares.  Happy Monday.