Welcome to Roll Up Week

What a difference a year makes! The euphoria that pushed internet stock valuations to tulip-mania levels last
year has given way to a pessimistic realization that many of these companies simply won’t make it. But that
doesn’t mean all is lost. Many of these firms have assets that could be combined with other firms to create a
viable business. Thus, Roll Up week on the Internet Stock Report.

Today, Monday, Morning
Report
author Tom Taulli identifies several companies that are selling below the cash on their balance
sheets. In other words, someone could buy the company with its own cash. That’s often a sign of a seriously
undervalued stock assuming the acquirer knows how to stem any losses. Also today, DealTracker
analyst Kelly Black dusts off her M&A Bingo board, which is filling up fast.

Tomorrow, Internet Stock Tracker analyst Chris
Nerney will take a humorous look at the internet melt down and mergers he’d like to see. Wednesday, market
analyst Paul Shread (Mid-day & Market Close reports) will pull out his technical ruler (and rules) to tell us
what to look for — and avoid — in a special Guest
Perspective
, while Tom Taulli, plumbing Mary Evelyn Arnold’s VC Buzz, takes a look at what the smart
venture money is doing (Morning Report). Thursday,
Mutual Funds Central editor Ken Waggoner will weigh in the virtues of using an internet fund to spice up
(down?) your portfolio, on Mutual Fund Central.

Wrapping up the week on Friday will be reader input. So don’t forget to drop us a line at
mailto:rollup@internet.com with the deals you’d like to see!

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