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  • The Long Case For Omniture [View article]
    You may have gotten in at the high end of a Ponzi scheme (en.wikipedia.org/wiki/...). At $1.9 billion market cap on $140 million in revenue with zero profits (only larger losses), coupled with the exhaustion of funds raised from the initial public offering to acquire additional companies to enhance revenue growth, this is way too rich for our blood.

    In contrast with DoubleClick, ValueClick and aQuantitative, OMTR has not demonstrated that it can grow revenue organically above the 20% threshold. Like you said, this is a hot market for web analytics and if you can't get your act together under current conditions (organic growth + profits) then what's next? The Disney deal is going to take front stage at the next earnings call which will represent a major part of revenue growth. The problem is, once again, that this deal most likely will increase losses. We won't even go into analyzing the profit potential as DoubleClick has a totally different business structure.

    Good luck and you can see our opinion in this article: www.crossprofit.com/ar...
    Just hope that we are wrong and that it doesn't drop 50% overnight.

    CrossProfit (IL) - no current position.
    Oct 05 05:29 am |Rating: 0 0
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