Interland to Buy Web.com

Posted on November 30, 2005
Filed Under WWWW | Leave a Comment

Interesting news out of Interland this morning. The company is buying Web.com for $4.4 million. I´m "lukewarm" about this acquisition, as explained in more detail below. However, I´m still very bullish on Interland and this acquisition just confirms my thesis that Interland is at the start of a new, aggressive growth period. As explained in […]

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Korean Stock Market Casino?

Posted on November 28, 2005
Filed Under Investment Reflections | Leave a Comment

There was an interesting article in Barrons this past weekend, about the Korean stock market.

The article discusses the "Korea discount," in the Korean Stock Market "reflecting fear that North Korea would launch a nuclear strike against the South and the reality that Corporate Korea treated minority shareholders shabbily."
The quote I found most interesting was:
"For the […]

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Internap Network Services (INAP)

Posted on November 23, 2005
Filed Under INAP | 2 Comments

In keeping with my Internet infrastructure theme (i.e. RBAK, INLD), I believe that Internap Network Services (IIP) represents a good investment "gamble" at it´s current price of about $0.40 (yes, you read that right 40 cents, but don´t be scared away just yet). The company has low downside risk and significant upside as investor sentiment […]

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Planar Systems (PLNR)

Posted on November 21, 2005
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I believe that Planar Systems (PLNR) represents a good investment "gamble" at it´s current price of about $9.50. The company has low downside risk and significant upside should growth resume in the coming year or two.

Business:  Planar (PLNR) is a leading provider of flat-panel display hardware and software solutions for demanding medical, retailing, industrial and […]

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T-3 Energy Services (TTES) Earnings

Posted on November 14, 2005
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TTES out with a 10Q tonight. Stock was down big today. Clearly, somebody knew about earnings and sold beforehand. But, I didn´t see much in the financial report that changes anything as it relates to the stock, and there is no reason to sell now. However, there are two non-financial items that are worth noting. […]

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Interland (INLD) Update

Posted on November 7, 2005
Filed Under WWWW | Leave a Comment

Interland reported earnings today. Here are some of my takes from the report and the conference call:

My estimated fully diluted share count of 18.5 million shares (including options recently granted to the new CEO) was confirmed.

The company has about $38 million in cash, include the receipt of the cash from the sale of their dedicated […]

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Interland/Web.com (INLD)

Posted on November 3, 2005
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Note: Interland has changed it’s name to Web.com (WWWW)
Investment Summary: I believe that Interland (INLD) represents an excellent investment opportunity at current prices. I would buy the stock up to $3.25 and hold for as long as the business is being run prudently.
March 2006 Update: Please note that Interland (INLD) has changed its name […]

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