GoTo.com, promising Internet search engine Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : GoTo.com, promising Internet search engine

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Brasco One who wrote (910)	10/28/2001 3:07:00 PM
From: E. Davies	Read Replies (1) of 977

Donny- sometimes you gotta face the fact that you were wrong. OVER is the first stock I can remember that I have ever removed from my POS list (besides bankruptcy that is). This earnings report was undeniable. It is worthy of a breakaway gap that may take ages (or even never) to fill. Its a bad short. The whole concept of buying search results still sickens me, but there is no doubt that it created powerful profits. Don't argue with profits. Take the .15cents a share and carry it forward. Calculate P/E's. Look at the EBITDA. It just aint that unreasonable anymore. Damn glad I wasnt short. I'd been thinking of it. Whats gonna hurt OVER in the long run is that the big boys are going to start copying the business model. Competition will lead to lower prices. OVER will get whacked eventually I suppose, but it could be a couple of years. Eric

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next