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Technology Stocks : Conversant

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To: X-Ray Man who wrote (60)	7/30/2007 1:06:19 PM
From: Elroy	Read Replies (1) of 78

Problem is manifold. So is grammar. M&A are shutting down because of credit debacle. The likely acquirers of VCLK are MSN-GOOG-YHOO-EBAY, and they have no credit issues. Try to stay on topic. Issues regarding aggressive marketing remain open. Yup. Hedge funds are meeting margin calls and are pulling out of speculative positions. Hedge funds are big owners of VCLK? And they have above average margin calls? You have any proof for either of those? General avoidance of risk in current market climate means speculative and risk-laden stocks are being dumped from portfolios. VCLK is a speculative risk laden stock? It is growing profitable, and has over $300m cash in the bank with no debt. It's not risk-laden any more than any other tech stock, and is in fact less risky than many unprofitable tech stocks. VCLK is caught in this right now. Makes perfect sense, unfortunately. Perhaps to you, not to me. The only thing you said about VCLK was that aggressive marketing programs remain an issue. OK. That's it?

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