Michael Eisenberg

IncrediMail: Drop in Share Price Isn't Based on Fundamentals

i am a big believer in the cloud but current and near term usage is very thin. MAIL has great stickiness on their client and the new version rocks for the demographic (which does not even know what cloud is).


On Sep 30 02:36 PM coloneldebugger wrote:

> or maybe it dropped because the age of installed email clients is
> over. you don't need the overhead running locally on your computer
> if you can pawn it off on the yahoo or gmail servers.
>
> you can talk fundamentals all you want, but this type of product
> is the equivalent of a land line phone. email and office suite type
> software is all about the cloud.