Josh's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/32/comments http://seekingalpha.com/article/7751-stock-search-plug-in-for-firefox?source=feed#comment-10429 10429 Thu, 16 Mar 2006 08:45:57 -0500 http://seekingalpha.com/article/6798-china-s-new-rules-for-internet-cafes-bad-news-for-online-game-companies-ntes-ncty-snda?source=feed#comment-7419 7419 Tue, 14 Feb 2006 13:43:21 -0500 http://seekingalpha.com/article/6701-thestreet-com-s-revenue-grows-25-but-insiders-sell-and-company-gives-up-selling-itself-tscm?source=feed#comment-6887 6887 1. The CFO is resigning to "pursue other [undisclosed] interests". Often, but not always, a red flag.
2. Mad Money may have blocked the sale of the company. They will never admit this of course. But would News Corp. or Time Warner, for example, really consider a strategic purchase of an internet property that was tied to a television show on a competing channel? I doubt it.
[no position]]]> Fri, 10 Feb 2006 09:23:46 -0500 1. The CFO is resigning to "pursue other [undisclosed] interests". Often, but not always, a red flag.
2. Mad Money may have blocked the sale of the company. They will never admit this of course. But would News Corp. or Time Warner, for example, really consider a strategic purchase of an internet property that was tied to a television show on a competing channel? I doubt it.
[no position]]]> http://seekingalpha.com/article/6361-roundup-of-reactions-to-google-s-earnings-goog?source=feed#comment-6448 6448 Wed, 01 Feb 2006 10:18:26 -0500 http://seekingalpha.com/article/6361-roundup-of-reactions-to-google-s-earnings-goog?source=feed#comment-6445 6445 Wed, 01 Feb 2006 10:00:36 -0500 http://seekingalpha.com/article/6361-roundup-of-reactions-to-google-s-earnings-goog?source=feed#comment-6439 6439 Wed, 01 Feb 2006 08:55:19 -0500 http://seekingalpha.com/article/4721-bellsouth-joins-the-payola-internet-club-bls-sbc-vz-t?source=feed#comment-2133 2133 Thu, 01 Dec 2005 17:04:00 -0500 http://seekingalpha.com/article/4564-microsoft-s-windowslive-custom-domains-threatens-domain-registrars-msft-rcom-tcow-vrsn?source=feed#comment-2097 2097 Tue, 29 Nov 2005 08:21:47 -0500 http://seekingalpha.com/article/1675-voip-rush-microsoft-buys-teleo-news-corp-to-buy-skype-vonage-ipo-msft-nws?source=feed#comment-836 836 This release will give you some insight into the features they are working on: release
I have not specifically reviewed their patents or conducted an analysis of that nature so I cannot estimate the degree of protection their IP will be afforded. It is not as exciting as Vonage, but then again it is cash flow positive and quite reasonably valued. I also expect it to be a beneficiary of Vonage hype.]]> Thu, 01 Sep 2005 18:40:04 -0400 This release will give you some insight into the features they are working on: release
I have not specifically reviewed their patents or conducted an analysis of that nature so I cannot estimate the degree of protection their IP will be afforded. It is not as exciting as Vonage, but then again it is cash flow positive and quite reasonably valued. I also expect it to be a beneficiary of Vonage hype.]]> http://seekingalpha.com/article/1675-voip-rush-microsoft-buys-teleo-news-corp-to-buy-skype-vonage-ipo-msft-nws?source=feed#comment-833 833 Thu, 01 Sep 2005 08:07:04 -0400 http://seekingalpha.com/article/1644-comparing-the-two-indian-internet-stocks-redf-and-sify?source=feed#comment-830 830 I am no expert on Indian stocks, so please take this with a grain of salt. MTE is I think primarily govt. owned. I hate that situation, and will stay away for that reason alone. Last I looked, the ADR's traded at a pretty large premium. Another black mark in my book if that is still true. That said, the chart looks decent but not inspiring, and the fundamentals seem reasonable.]]> Tue, 30 Aug 2005 16:10:46 -0400 I am no expert on Indian stocks, so please take this with a grain of salt. MTE is I think primarily govt. owned. I hate that situation, and will stay away for that reason alone. Last I looked, the ADR's traded at a pretty large premium. Another black mark in my book if that is still true. That said, the chart looks decent but not inspiring, and the fundamentals seem reasonable.]]> http://seekingalpha.com/article/1644-comparing-the-two-indian-internet-stocks-redf-and-sify?source=feed#comment-827 827 GOLX) once had a market cap of over $500M. Now it is worth less than $100k. I dont think REDF shares the same future, but it is certainly not the Google of India.]]> Tue, 30 Aug 2005 09:18:10 -0400 GOLX) once had a market cap of over $500M. Now it is worth less than $100k. I dont think REDF shares the same future, but it is certainly not the Google of India.]]>