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I have to agree with you dogg. As a former Licensed stock broker, google looks real good. yahoo is slipping as the market leader IMO, and google really has the technology behind them to monopolize the Internet marketshare. I bought google right out of the gate and have sold and bought several times, but I definitely think it's a long term hold. It's a bidding war right now with the big guys trying to buy up any good web properties, but google integrates and grows their aquisitions, while yahoo simply holds them.
War and dollar devaluation is not going to stop people from consuming media, not in America anyway, it's a solid part of the American culture, and that is what google is when it breaks down, content straight and simple.
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Ray "The Don" Vega
Managing Director
Private Equity Fund
[email protected]
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