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October 24, 2007



I think Michael is infatuated with DBS. A share buy back induced price rise is hardly something to get excited about.

The smart money left earlier (Mr Shannon).

They have two portfolio's, one is good and the other shouldn't be renewed.

Marchex on the other hand...


How about Tucows (TCX)? They have a solid registrar business plus a great domain portfolio- the old NetIdentity portfolio. Price recently slipped below a dollar again. At some point, if not already, the domain names in their portfolio are worth more than their market cap.

***FS*** It's absolutely already the case.

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