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Technology Stocks : XO Group Inc

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To: Glenn Petersen who wrote (105)10/23/2006 2:28:13 AM
From: Tom Caruthers  Read Replies (1) of 133
 
Hi Glenn,

Don't know if you are still holding or not. Motley Fool is predicting Google will buy out KNOT. Cramer is predicting Yahoo is going to do it. Certainly are seeing some nice premiums in the internet space with YouTube and rumors of a Facebook sale > $1B. Certainly the KNOT has a monopoly on a lucrative portion of the market.

At all-time highs and a crazy PE, the chart suggests that this is a time to sell. But given the speculation and so much attention being paid to these dot.coms and the fact consolidation is happening rapidly, I can't bring myself to do it.

What are you thinking?

Tom
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