Hello To All,
Been lurking on this thread for a few weeks now. Been very interested in, and, at times, enlightened by the posts. Have a long position in SEEK. And have, at various times, been frustrated with their "interesting" PR moves, i.e., bungles, and seeming inability to keep pace with the pack. But, that said, I like the product (though not crazy about Olympics piece of the puzzle, either), know for certain that they offer terrific value to their advertisers (better engine for targeting, yielding better click-through rates), have researched some of the technology behind the technology, i.e., Aptex (a division of HNC Software), and will be meeting with SEEK company representatives in a couple of weeks... at which time, I'll post anything newsworthy.
I'm not blindly in love with this or any stock. And I am a little concerned about the short-term (though that's not my play) what with nothing evident to buoy price. (I don't count the Soros investment in the SEEK spin-off because that's gonna take a while to payoff).
Anyway, just wanted to say, "hey". Resume full lurking position,
cm |