Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : XO Group Inc -- Ignore unavailable to you. Want to Upgrade?

To: Glenn Petersen who wrote (105)	10/23/2006 2:28:13 AM
From: Tom Caruthers	Read Replies (1) \| Respond to 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