Seeking Alpha

Frank Li » Comments » Single Comment |

  • Omniture, WebSideStory: Why the Extreme Valuation Difference?  [View article]
    Surely the key issue here is: How can OMTR and WSSI maintain their valuations as Google analytics gets better and better?

    Google is clearly committed to this space, because better e-commerce conversion rates mean higher bids for key words on Google searches.

    I wouldn't want to bet against Google in an area that is core to its business. Makes your short case for OMTR one of fundamental positioning, not just valuation.

    Full disclosure: no position in GOOG, OMTR or WSSI.
    May 15 02:07 am |Rating: 0 0
All Comments by Frank Li »
Comments by Ticker
AAPL, ABK, ABT, ABX, ACAS, ACI, ACTS, ADE, ADI, ADP, ADRE, ADRU, AEO, AEP, AFR, AGG, AHBIF.PK, AIB, AIG, AIXG, AKS, ALD, ALU, ALVR, AMCC, AMD, AMIS, AMKR, AMTD, AMZN, ANAD, ANF, ANN, ANR, ANSS, ANSW, AQNT, ARLP, ARMH, ARO, ATHN, ATHR, ATI, ATMI, ATVI, AUY, AWP, AYT, BA, BAC,
Frank Li's
Comments Stats
179 comments
Rating: 1 (1 is - 0 )