Biggest worries:
1. their books are cooked, and their numbers are not nearly as good as they say. Given all the hype that has gone on about comparisons with DoubleClick, this would be a disaster.
2. why have the mm's gone to a company trading at $30+ with a ridiculous P/E over 120, and overlooked a company with better technology and better financials? Doesn't add up.
3. Why have I not seen NETZ technology (sesame, WYW) on the web sites of the companies they claim to have on board?
4. Why is their own web site so relatively lame, and still under construction? Seems this would be the first thing they would want to have up and running, since this is the vehicle for their products.
I'm sure I could think of some more, but that is enough. The bottom line, though, is that even if they are total incompetents (which I don't think they are), the potential for internet commerce is so huge that it is hard to screw up. If internet commerce becomes even a fraction as large as the projections, the fact that Zulu is early will make it zillions. If internet commerce dies, so will the internet and we can all go back to having a real life :-) So I'm staying with it. |
