Tuesday, July 31, 2007

Communicate.com - The old dot com

Years ago, Communicate.com (CMNN.OB) was a tiny company trading for as little as 5 cents per share. But they had one thing going for them- a superb portfolio of generic dot com domain names. the fortunes of the company started to turn in 2003, when pay per click advertising made their legacy domain names cash cows.

Today, the company trades at over $2.50 per share and is seeking to shift gears.
Instead of using the domain names for simple pay per click landing pages like boxing.com, the company has started developing the domain names into retail or business websites like perfume.com or importers.com. This has boosted revenue, but contracted margins. They reported a small net loss in the most recent quarter.

They have stated ambitions of building up a portfolio of popular websites on popular domain names around health, sports, and travel (video interview). Even if this doesn't work, the value of the underlying assets remains. Recent sales of dictionary.com and business.com keep things in close perspective.

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