stock to short. I am laughing all the way to the
bank. This woman runned business is proof that women do
not know what they are doing!!! Word of advise, all
women companies are excellent shorting opportunities!!!
Generally, when more companies come public in a
segment, people initially say, "there's plenty of market
What happens though, is that
investors sell one and pick the other. From a stock
perspective, the price premium exclusivity enjoyed by the
incumbent is shaken somewhat. If someone wanted to
participate in the internet/women market, they had to go to
iVIL. Soon there will be choices and that portion of
iVIL's price premium will shrink.
well, there is choice amongst the customers of the
emag, so the market share enjoyed by the first mover is
also shaken. Ad spending $$ will have to be split to
see which emag sells/reaches best.
what I'm saying is that there is competition for
investor $ in the capital markets and competition in the
business. The second player is now flush with cash from the
IPO and spends it to try and ruin the incumbant's
business, and to justify the heavenly stock price. They
Finally, if it's seen that it's easy
to get rich doing a woman's emag, then there will be
lots more of them, and then you'll have a supermarket
check out lane.
Soon the party is over, and
that's what iVIL faces. Can't stop it.
Thanks for the respons to the question about the
date of the IPO iconhater.
Well, the reason I
was asking about the date of the Women.com IPO is the
obvious sympathy play here. Should Women.com fly, I would
expect a little spill over onto IVIL. What do all of
you, the IVIL masses, think (shorts and longs)? Also,
how about OMDA? Is there enough recognition of there
position in this "industry" to warrant a jump as
Just interested in other's opinions. Though I realize
there are a number of fundamental issues at play here,
all I care about is psychology (the psychology of
IPOs and sympathy plays) and making some cash on a
short term play!
Thanks all - One with the fever
Women.com IPO will be either the week of 7/26 or
8/2 as far as I know. I don't know what the status of
their roadshow is so it's hard to know exactly. With
Morgan Stanley leading the way it should be quite
successful. WOMN has more content than IVIL will ever have
and is run by top notch people. I hope IVIL does well
but I just don't see a comparison. The fact that
Hearst blew them off and joined forces with Women.com
should tell you something. IVIL's biggest mistake was
not making that happen.
I'm buying OMDA. After comparing the two stocks
O'Media is run by an extremely successful woman and is
staffed by other succeful people. The home page
She'sgotittogether.com and profits magazine are better than IVIL's
"synergy," a concept that always looks good on
paper, but never quite works out in reality. IVIL would
be better off SELLING those "links" to competing
companies bidding against each other for them, rather than
just giving them away to its own internal divisions.
The problem is, the supply of banner-ad links is
growing faster than the demand for them.
demeaning your well-thought-out post; I'm just pointing out
that in the real world, "synergy" never seems to work
as well as the shareholders are promised it will,
probably because a captive division of a company tends to
be much lazier about profit generation than a
hungrier, stand-alone company would be.
don't think IVIL will ever make anywhere NEAR enough
money to justify anywhere NEAR its $1.2 billion market
cap, and I freely admit to having a short position in
Just discovered OMDA the women's internet channel
Sell @ 1 1/8
They state they are going to be nasd
listed, have backer, great websites and maybe doing an
IPO spinoff IMO This is a winner..
It could easily
be worth 30.00 a share in spinoffs and stock price
next year shesgotittogether.com