Got this from Yahoo message board mentions MESG...
sorry I do not know when this was written...or have link.
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Barrons Round Table(clip):
Q: We're not talking about the economic impact of all these trends. We're talking about the specific impact on a company that makes
something that's being replaced.
Samberg: That's why this is such a vicious market. There are companies that are getting obsoleted, and lots of new companies that
are doing all the good stuff. The market is clearly interested in the people and companies that are creating the new stuff. I will
mention some more. E-mail. That's a commodity that really can be enhanced, and is in the process of being enhanced. So there are
companies like Critical Path, Kana Communications, MessageMedia, DoubleClick.
Q: Are you recommending these stocks?
Samberg: I'm recommending all of these stocks. I'll give you no numbers. I'll give you no prices. I am not going to tell you which ones
are going to succeed or fail. I think they are all pretty good companies, and if you bought a package of these stocks over the next
three to four years, you would do very well. Now, I know I can't get away with that here, so I will also talk about some stocks. I just
want to point out that there is robust change. I hear this stuff all the time, about how it is a bubble, it's ridiculous. If you just use
numbers to do this stuff, No. 1, you won't buy them, which is probably a good thing for some people. But you will never understand
the amount of change that's going on, and how much is still ahead of us.
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If you look at this stocks
DCLK: 113 5/8
KANA: 208 1/4
CPTH: 85 15/16
MESG: 17 5/16
While others are enjoying high-valuations, MESG just getting started with a coverage. Hope for it join others shortly. |
