Silverfox2

IncrediMail Buying Opportunity: Stock Sales Misjudged

If you like MAIL, you will love Vertro, ticker VTRO. It's cheaper, with a very similar business model. Based in NYC, not Israel, and it has a corporate level relationship with Google US. Very high quality traffic and it's tool bar is very easy to remove if you desire. Unfortunately, I can't say the same for MAIL's software, which I hear doesn't make GOOG too happy.

Incredimail Cracks the $10 Barrier: Where to from Here?

FYI, a few hours after this was posted, MAIL announced that its Board of Directors approved an interim cash dividend of
$3.8 million, which is approximately $0.40 per share. Google Incredimail for full press release.

Yahoo Buys Maktoob Arabic Portal, Adds 16 Million Internet Users

James, great article. Where did you get the sale price of $95 million? Thanks!

Google / On2: Deal Insights

ON2 Technologies had great technology, but it's management team was less great. History shows it's better to bet on the jockey, not the horse. See another internet video public stock, KIT Digital, for an example of a good, properly incentivized CEO. Company has no patents, but is out-executing it's competitors. Disclosure: long KDGL.

RealNetworks: Another Small Internet Stock Trading Under Cash

Does RNWK have any NOLs? Also, RNWK announced in May 2008 that it would spin off it's casual games business, though that plan was shelved due to stock market correction. I imagine that idea will be re-addressed when the economy/stock market improves.

Dolphin Secure Launches to Make Internet Safer for Kids

I have met with the mgmt team of this company when they were looking for financing. Very smart founder and an accomplished entrepreneur in the film industry. The market for internet safety for children is certainly large but I question whether parents can shell out $60 per year for this product in a bad recession. Also I believe that the fact that a finger scanner is required to use the product is a hurdle for adoption. And finally, the CEO may be distracted by runnng TWO businesses (film and internet security). And will success in one industry (film) translate well into a new one? I choose to monitor this for now.

Why Is TheStreet.com Trading for Less than Cash?

The Street's EBITDA margin in 2008 was 9% compared to 23% in 2007, which may have have something to do with the recent management change and the depressed valuation.

Ideal Market Environment for Clarus Corporation

How did Clarus preserve it's NOLs when it sold it's software business?

DivX May Be Over Before It Finishes What It Started

Dear Author, can you please tell us if you hold a short or long position in Divx stock? Thx

The New Jupitermedia?

Of note is that the Chairman of the Board, Alan Meckler, purchased 100,000 shares at $0.52 per share on 1/6/09. He already owns 12.1 million shares.

Onstream: Where Those Advertising Dollars Go Now

If you are looking at owning or currently own ONSM, there is another publicly traded internet video company called KIT Digital (ticker: KITD) which is more attractive. Superior management team (Harvard grad CEO) with significant skin in the game. Mgmt just released 2009 estimates of $40 million in revenues and 10% EBITDA Margin. KITD is doing a reverse stock split and applying to list on NASDAQ to graduate from small cap hell. Mngmt has made several smart acquisitions in last year and will probably do more. Enterprise value of only $17 million. Have owned shares for a year and have been buying more recently.

Being Contrarian and Thinking of Buying

Fred, with all due respect, you are a very good VC but shouldn't you leave the public investing to a professional? Does your huge expertise in VC necessarily translate directly into public investing? Good luck.