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   Technology StocksGRU: Is Answers.Com ......The next Google


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To: M0NEYMADE who wrote (22)8/12/2005 6:22:01 PM
From: MJ
   of 29
 
Murdock is reported to be considering a search engine---------see partial release---------

Any opinions?

"Murdoch was responding to a question posed by Goldman Sachs' Anthony Noto, an inquisitive and thoughtful analyst.

"One area that you do not have a core competency or technology, from what I can tell, is search," said Noto. "Could you elaborate a little bit on your strategy to build a search that would enable the portal and the transfer of users across different areas of that vertical, and is this something you could build internally or externally?"

Murdoch's response hinted at the company's desire to look externally for its search. That's not a bad idea, given the host of independent search engines still out there."

From writer of article:

For instance, there is Guru.net, which owns Answers.com, one of the best resources on the Web. "

GuruNet (ANSW: news, chart, profile) carries a market value of $100 million. Then there is Mamma.com (MAMA: news, chart, profile) , whose market cap is $35 million. Miva (MIVA: news, chart, profile) , formerly known as FindWhat, is worth roughly $175 million. There is also LookSmart (LOOK: news, chart, profile) , which has a market value of $74 million. "

Will give source later.

mj

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From: MikeS977073/23/2007 8:51:40 PM
   of 29
 
There is an active board for ANSW over on InvestorsHub. It is located here:

investorshub.com

Mike

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From: SIer formerly known as Joe B.5/8/2007 10:09:06 AM
   of 29
 
What's going on today with the price drop?

Anybody listen to the conference call?

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To: SIer formerly known as Joe B. who wrote (25)5/9/2007 9:50:12 PM
From: MikeS97707
   of 29
 
The price drop was because guidance wasn't as good as people expected. However, IMO the business model is fully intact. I think that in Q3 and especially in Q4 we should really see some good revenue growth. For much more commentary, please look over on the InvestorsHub board which is located here:

investorshub.com

Mike

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To: MikeS97707 who wrote (26)5/9/2007 9:55:49 PM
From: SIer formerly known as Joe B.
   of 29
 
Thanks someone there answered me yesterday.

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To: MikeS97707 who wrote (26)5/9/2007 9:57:34 PM
From: SIer formerly known as Joe B.
   of 29
 
Thanks someone there answered me yesterday. I'm not sure how soon there revenues will grow but their technology is very good. I think they're likely to get acquired, probably by Yahoo or MSFT to try to compete with Google.

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To: SIer formerly known as Joe B. who wrote (28)5/9/2007 10:03:10 PM
From: MikeS97707
   of 29
 
I agree that they are likely to be acquired. Even if they are not acquired, I think they have a good chance at becoming a wall street darling as their revenue and earnings increase. Q2 is a minor speedbump in their long string of quarters with increasing revenue. They were mildly non-GAAP profitable in Q1 and should be very non-GAAP profitable in Q4 and beyond.

Mike

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