It appears I bought GOOG a day too early. I don’t regret it though. I’d buy more tomorrow at this lower price if I had the free cash.
While I’m at it, I think I am going to dump my Red Hat shares tomorrow. Their enterprise server solutions are great, but I think that has taken their stock as far as it’ll go for a while (I road it from $13 to $28), especially with Sun moving into their territory. If they made a big move into the desktop space, that would change my mind – but I don’t see that happening. Red Hat is not the company who will bring Linux to the mainstream desktop. Perhaps it will be the other company in my portfolio.