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Strategies & Market Trends : The New Economy and its Winners

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To: RetiredNow who wrote (56748)	3/13/2014 2:35:09 PM
From: Lizzie Tudor	Read Replies (1) of 57684

my position is that unless FUEL breaks out of ad networks, they don't have a long term sustainable position. When they IPOd they were one of the few pure play big data plays out there. But big data isn't proprietary, it is built on open source, so as the skillset becomes more abundant then other ad networks can do something with big data. The owner of the ads are Google, FB, YHOO etc - those companies have the value proposition whereas what FUEL does today is a bolt on. Doesn't mean I don't think they are a good investment esp at these levels. You can probably buy at 45 and sell at 65 three times every year.

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