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Posted on 01/03/08

Upstart Quigo breaches mighty Google 'moat' - and I missed it

Avner Mandelman is president and chief investment officer of Giraffe Capital Corp. and the author of The Sleuth Investor. amandelman@giraffecapital.com

Only rarely do they ring alarm bells in the market. But three months ago such a bell was rung, and I missed it. The bell announced that Google's dominance of the online advertising market just ended, and what announced it was the sale of Quigo to AOL.

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