You are right about Google..Just watch, if they keep on creating a monopoly such as MSFT the Government and microscope will come upon them....Also do you still like AUGT and any thoughts on ETAK at this level...Stock77 is an amazing stock picker..
Long term investors don't change their mind about a stock based on what the stock price does every day. Go back and look at the July presentation if you have any doubts about what Augme is capable of and where they are heading. The IP could be an instant Grand Slam but the core fundamentals are going to explode in the near future. As they said in the CC, they competed twice with Velti for contracts and won both times. There is a reason they have won all these big name clients.
I love AUGT and I am still looking at ETAK. I just opened a position in INVE...I believe they are a very promising name in the up and coming NFC play but meanwhile they are building an empire of a credentialling expetise and assets by way of patents and acquisation in the field. I will definitly be adding more that over time.