http://biz.yahoo.com/tm/070108/15288.html?.v=1 Crystallex International (NYSE:KRY - News). KRY's PowerRating is 4. From BillCara.com 1/03/07 I think 99.9 pct of you know where I stand on Crystallex. But in case you don’t: Crystallex will be the Stock of the Year for 2007. Gold will be the asset class of the year. Cited authorities Ing and Cohen are excellent analysts. Cohen holds lots of KRY in his Dynamic Precious Metals Fund. His comment about the permitting risk being priced out of the stock suggests to me he believes the stock is fairly priced here. If he is correct, he’ll be able to buy more stock at these levels, which, from the remark he made, is what I'm presuming he'd like to do. About the text of his comment: I disagree. Strongly. There is a healthy risk premium still in the stock. Moreover, if, as and when the environment permit is received for mine development at Las Cristinas, the stock will probably double. Then (and this is the good part), I am expecting a take-over battle between Goldcorp and one of Gold Fields, Barrick or IAMGOLD. The Environmetal Permit first of all was the reason but reasons such as the one stated above has kept me in Long.

Have you been to an Apple store? Not done yet.

Article Steve Rosenbush BusinessWeek Online YouTube vs. MySpace? With millions of dollars in online ad revenue on the line, the two Net superstars could be headed for more conflict VIDEO IN PROFILES. The main point of potential conflict is the millions of YouTube videos that are embedded on the profiles of MySpace users. Google is expected to integrate advertising into YouTube videos produced by professionals and amateurs alike. As a result, Google could soon have the ability to stream ads to MySpace users who are viewing YouTube videos embedded onto their MySpace pages. The question is whether News Corp. will get a slice of that revenue, and if so, how much. So far, little or no money has been on the line, but if revenues from online video advertising surge, as both companies predict, how that money is shared will become increasingly important. "The revenue-sharing question for MySpace and YouTube is really tough, but it has to be resolved," says Nick Holland, a senior analyst at Pyramid Research. News Corp. declined comment, and Google didn't respond to several requests for comment. Google CEO Eric Schmidt and News Corp. CEO Rupert Murdoch have opened a series of meetings between the companies in an effort to clarify their relationship. By holding the meetings at News Corp., "Google has shown how seriously it takes News Corp. as a partner. Both companies want to work out something," said Rick Corteville, executive director of media at Organic, a digital communications agency. AT THE TABLE. Both companies do want a deal, but they could play hardball if they don't get an agreement on terms they find acceptable. At one extreme, News Corp. could block YouTube videos from MySpace and put more resources into its own MySpace Video, which competes with YouTube. (Roughly one third of the traffic on YouTube comes from MySpace.) It's a threat with some credibility, since MySpace briefly blocked YouTube in the past. News Corp. could also yank Fox clips and other video off of YouTube and make them available exclusively on its own Net properties. Any drastic steps, however, risk alienating MySpace members, who are enthusiastic about YouTube as well. For its part, Google could play hardball by declining to expand its current advertising agreement with News Corp. That, however, could harm the search giant's financial interests, since it wants to expand its advertising business and MySpace provides an audience of potentially great value (see BusinessWeek.com, 8/9/06, "Fox to Make MySpace More Spacious"). There are few precedents to guide the way, because the medium is so new. "Maybe something new will emerge from this. They could possibly lease ad space from each other," Corteville said. BEYOND REVENUE SHARING. The most valuable prize for News Corp. may be what it learns about using technology to target ads to consumers. News Corp. executives appreciate the fact that Google has unrivaled technological prowess in the field of advertising. YouTube is a leader, too. "Because of the tagging technology at work on YouTube, there is much more ability for organizing and clustering than what you have on MySpace," said Tom Chavez, CEO of Rapt, which provides pricing and monetization technology for media companies including Yahoo (YHOO) and MSN (MSFT). News Corp. would doubtless love access to the tagging technology that helps users organize and navigate sites with tags, which are like keywords. In the long run, that knowledge could be more valuable than the revenue-sharing deal that emerges from the current talks Should be interesting.

Edward Lampert is the founder, chairman, and CEO of ESL Investments, a $10 billion dollar investment fund which has reportedly returned close to 30% annually since inception. Many consider “Eddie” to be the next Warren Buffett. He is well known recently for taking over Sears Holdings Corporation of which he is now Chairman. After leaving Yale University, he worked at Goldman Sachs in the firm's risk arbitrage department from March 1985 to February 1988.

First IPO play.