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Tech Giants Facing Dollar Daze

Great perspective that will be important for 3Q earnings season. Thanks!

Is Apple a Better Stock Than Google?

Google has positioned itself in many different internet and technology areas, but they have yet to find a way to make those profitable. As soon as they discover this, they will surpass Apple, especially if another company is able to disrupt Apple's current products.

Google: Don't Hate the Player - Hate the Game

I agree with the article. GOOG is great, simply said. Most users have no idea how many things they do. For instance, 1-800-GOOG-411 provides free 411 service. Try it! It also encourages entrepreneurial activities because you can use their platform, documents, spreadsheets, email - basically everything a start-up needs, for next to nothing.

I had been looking at GOOG around their 1Q earnings release for client portfolios, but couldn't convince the rest of the investment committee to pull the trigger. $90 later that day I had them convinced, but there was no reason to get in after the run up. They have since come back a little, so it might be an attractive entrance point before Friday's earnings release.