AND Share

1. Google’s massive free cash flow

When time is right, a dividend would strongly boost GOOG’s stock price, strengthening their confident announcement that crisis was over.

Or a share repurchase might be useful a strategy, especially when they need more innovation.

2. Social Media is not a fad, but an evolution.

But, sub-trends exist. Where’s the opportunity?

“Social media begins to look less social” will be a good sign for ecosystem to grow. Twitter apps, Facebook apps & games for example.

“Corporations look to scale” and they will need tools. Beyond communication, think market research, CRM.