Comments on: Elliot’s Photo http://www.joeydevilla.com/2005/08/12/elliots-photo/ Joey deVilla's Personal Blog Sat, 06 Sep 2008 22:43:22 +0000 http://wordpress.org/?v=2.6.2-beta By: Anonymous http://www.joeydevilla.com/2005/08/12/elliots-photo/#comment-6393 Anonymous Tue, 16 Aug 2005 03:39:00 +0000 http://www.joeydevilla.com/2005/08/12/elliots-photo/#comment-6393 Thank you Elliot. I hope the IPO and the new listing goes well. It would also be great to see Cuban buy more shares but that is probably a long shot. We should settle in the $2-$3 range by year's end if the solid results continue but another key factor is how RCOM plays out. As it is, the sale price places the value of domain name registrars at a relatively low level. The same valuation for a sale of TCOW (TCX) would be $1 :(. Let's hope Cuban blocks the RCOM sale because that will push the valuation of all domain name registrars up. Thank you Elliot. I hope the IPO and the new listing goes well. It would also be great to see Cuban buy more shares but that is probably a long shot.

We should settle in the $2-$3 range by year’s end if the solid results continue but another key factor is how RCOM plays out. As it is, the sale price places the value of domain name registrars at a relatively low level. The same valuation for a sale of TCOW (TCX) would be $1 :(. Let’s hope Cuban blocks the RCOM sale because that will push the valuation of all domain name registrars up.

]]> By: Anonymous http://www.joeydevilla.com/2005/08/12/elliots-photo/#comment-6392 Anonymous Mon, 15 Aug 2005 18:32:00 +0000 http://www.joeydevilla.com/2005/08/12/elliots-photo/#comment-6392 joey can't do that. only I can. the slide was part of the internal strategic plan presentation and was specifically about the role of m&a in our company. nothing I haven't said before on conference calls, but the points were: - strong balance sheet - ability to bolt on customers - alternative to internal development always need to deploy capital wisely funny to watch how that can be interpreted. hope this helps. joey can’t do that. only I can.

the slide was part of the internal strategic plan presentation and was specifically about the role of m&a in our company. nothing I haven’t said before on conference calls, but the points were:

- strong balance sheet

- ability to bolt on customers

- alternative to internal development

always need to deploy capital wisely

funny to watch how that can be interpreted. hope this helps.

]]> By: Anonymous http://www.joeydevilla.com/2005/08/12/elliots-photo/#comment-6394 Anonymous Sat, 13 Aug 2005 12:31:00 +0000 http://www.joeydevilla.com/2005/08/12/elliots-photo/#comment-6394 #4 Having your money instead of someone else's is always better bnk #4 Having your money instead of someone else’s is always better

bnk

]]> By: Anonymous http://www.joeydevilla.com/2005/08/12/elliots-photo/#comment-6391 Anonymous Sat, 13 Aug 2005 01:20:00 +0000 http://www.joeydevilla.com/2005/08/12/elliots-photo/#comment-6391 Could you some up what he said during this talk? 1) Strong balance sheet. 2) Ability to bolt on ????? 3) Aletrnative to Internet...???? (my guess is revenue or services). 4) Always need capital.......???? Come om Joey, be a nice guy - finish those sentences for us and summarize the talk. Could you some up what he said during this talk?

1) Strong balance sheet.

2) Ability to bolt on ?????

3) Aletrnative to Internet…???? (my guess is revenue or services).

4) Always need capital…….????

Come om Joey, be a nice guy - finish those sentences for us and summarize the talk.

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