Silverfox2

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.

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.

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.