Greg Weston

SourceForge: Undervalued Open-Source Stock

Chaos: Thanks for the traffic stats.

ThinkGeek I do think is well executed. E-commerce will continue to grow and take a much bigger bite out of traditional retail. The shutdown of Sharper Image, which sells a lot of the same high-tech gadgets, is also certainly good news.

SourceForge: Undervalued Open-Source Stock

LinuxWatcher: I never said the company was wildly profitable. As for Google, I was envisioning Google paying a premium for an exclusive ad deal, not LNUX just signing up for a standard ad words program. And they don't have to meet their current CPM numbers, a small decline would be fine if they can eliminate their in-house ad sales expenses.

In general I think the advertising on the SF network of sites seems to be poorly executed. Last time I went to slashdot the only big ad was from Chevron advertising its ethanol program. I think it can do much better at monetizing these high-traffic/quality-r... sites, and at some point probably will.

I am not impressed by your observation that a $50M/year open source project does not use SF.net, clearly at that size they would want their own site, and you are incorrect that there are no good projects there.

The company is fairly valued if it does absolutely nothing new, but I see a lot of potential and little downside. $1.05/share is possible at year end 2009, but I think $2.25 is at least as likely.