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Technology Stocks : Shutterfly

SFLY 50.97

0.0%

Sep 25 5:00 PM EST

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To: Done, gone. who wrote (34)	11/2/2006 12:44:14 PM
From: Uncle Frank	Read Replies (1) of 82

David Gardner Said What? Shutterfly (Nasdaq: SFLY) -- Underperform over the next few weeks Sorry, I just don't believe this is an interesting or compelling business. Already now a loser IPO from the get-go. And not a brand that for me has positive associations or any real resonance. In fact, I'm always slightly annoyed when somebody forwards me a link to their photos that they put up on Shutterfly (not that it happens much these days). And the Shutterfly e-mails I continue to get despite having signed up just once for the site years ago are now consigned to the spam filter. Nothing personal, SFLY -- I'm sure you were started by dreamers, like the rest of us. But dream harder about a sustainable competitive business model. That said, I only hope to leave this one in for a few weeks and grab a few points -- I don't think SFLY is going outa business anytime soon ... unlike a few others among my Underperformers. fool.com

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