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Thursday, October 14, 2010

GA GA for GOOG... wow

Great numbers tonight. I am more interested with the announcement of non-search revenue via bill boards (aka double click/youtube) and mobile.

I believe they are materializing far quicker than many are thinking, and models will have to be readjusted to accommodate this development.

At 590 GOOG faces some resistance.

I will look to start playing GOOG again after a consolidation, and over sold position develops. (I will be patient.)

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