Internet Stock Review, Tuesday, 09/01/2009.

Los Angeles, CA 68...89F Sunny.
Chicago, IL, 51..71F Sunny.
Port Jefferson, NY, 56...76 Sunny.

1. We're All Out.
2. Disclaimer

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To contact us send a email to: roland@internetstockreview.com and put
"dear roland" in the subject line.



"We're all out."

Yes, we're actually doing it. We're grabbing our chips and going back to our room (after first stopping at the bar of course). It's been such a great 10 month stretch, we might even grab a couple of...a bags of chips, to bring back to the room. Yeah that's the ticket ! Bags of Chips. One BBQ and one Plain.

Here's the "all in" numbers (12/02/08)

DJIA 8149
QQQQ $26.93
S&P 500: 816

Here's the "all out" numbers.

DJIA 9310
QQQQ $39.28
NASDAQ: 1968
S&P 500: 998

Fundamentally, we've been wanting to do this for weeks.
Logically, we've been wanting to do this for months.
Gut feel-wise, always want to do this and then get all "back in" everyday.

In reality though, we ignore fundamentals, logic and our gut-feel, until we get the technical call from our Chicago guru. And he called earlier today.

FIRST, since we "went all in" last December using an analogy, we'll go "all out' using an analogy too.

The "all in" analogy:

"Let's say a stock goes from $20 to $5. We think it can go to $10. We also think it can go to $4 first -- but at $5 -- it no longer keeps us on the sidelines."

Our new "all out" analogy:

"Let's say a stock goes from $20 to $5. We think it can go to $10. And then it does go to $10. Now ten months later we think it can go to $20, in couple years. But we also think it can go back to $5 or $6 first. So were going to the sidelines."

So that's it. That's our call. We would tell our best friend, to sell most of what they have.

We are moving out of all names in the Internet Stock Review. We are clearing out of all names on the Private Equity Stock Review. We are dropping all names except two, in IA's Special Situation Report. We are keeping all names on the Hollywood Stock Review. We're not sure what to do with the Biotech names and to confuse you a bit, we are adding two Biotech names this week.

Now we are not so "bearish" to come out with a list of shorts, but we may. Also this is not to say we won't be adding a whole bunch of new names, because we will. We just won't be using the shotgun approach hat you get to use every decade or so (like last winter).

Our bear site: Vicious Short Seller

Internet Stock Review:

Expedia (EXPE) $7.85 to $22.16 up 182%
Conexant (CNXT) $0.98 to $2.55 up 160%
Blue Nile (NILE) $20.82 to $54.07 up 159%
ModusLink (MNLK) $3.13 to $7.10 up 126%
Equinix (EQNX) $41.38 $82.03 up 98%

Value Click (VLCK) $5.47 to $10.04 up 83%
NatApp (NTAP) $12.21 to 22.15 up 81%
eBay (EBAY) $12.33 to 21.68 up 75%
Akamai (AKAM) $11.25 to 16.84 up 49%
Juniper Networks (JNPR) $15.26 to $22.69 up 48%

LimeLight Networks (LLNW) $2.25 to 3.23 up 43%
Earthlink (ELNK) $6.14 to $8.27 up 34%
IAC (IACI) $13.96 to $18.55 up 32%
Google (GOOG) $364 to $456 up 25%
SINA (SINA) $25.67 to $29.83 up 16%

Yahoo (YHOO) $12.75 to $14.18 up 11%
Stamps (STMP) $8.24 to 8.66 up 5%
i2 Telecom (ITUI) $0.05 to $0.052 up 4%
800 Flowers( FLWS) $3.02 to $2.95 down 2%
RealNetworks (RNWK) $3.34 to $3.23 down 3%

(QQQQ over same time period was up 41%


Private Equity Stock Review:

Rodman & Renshaw (RODM) $0.99 to $4.23 up 327%
Fortress Group (FIG) $2.25 to $4.10 up 82%
Blackstone Group (BX) $7.75 to $12.25 up 58%
GLG Partners (GLG) $2.48 to 3.78 up 52%
Och-Ziff Capital (OZM) $$6.24 to $9.50 up 52%
MVC Capital (MVC) $7.98 to 8.73 up 9.4%


IA's Special Situation Report:

Arotech (ARTX) $0.62 to $1.68 up 170%
Inventure Group (SNAK) $1.07 to $2.68 up 150%
Voayger Learning (VLCY) $2.00 to $4.35 up 117%
Misonox (MSON) $1.15 to $2.39 up 107%
Vasco Data (VDSI) $4.67 to $7.9 up 69%
Abiomed (ABMD) $6.10 to $7.97 up 30%
LoopNet (LOOP) $6.94 to $7.75 up 11%
Orexigen Theraputics (OREX) $7.32 to $7.81 up 6%

Keeping These Names:

Flir Systems (FLIR) $22.58 to $25 down 9%
Tootie Pie (TOOT) $0.20 to $0.15 down 15%
Dyadic International (DYAI) $0.80 to $0.60 down 25%.

Going Concern Statements.
We would like to point out that the majority of companies listed on the
OTC Bulletin Board have factors which create an
uncertainty about the their ability to continue as a going concern. These
concerns are typically related to financing (or lack of), competitive
environments, lack of operating history and operating at loss levels which
is typical of most start-ups.
These statement can usually be found in their most recent 10Q filings and
typically you don't have to dig to far down past the financial tables. We
like to use http://www.pinksheets.com for quick and easy access to SEC
filings. We think it would be wise for most investors to assume that all
companies listed on the OTC Bulletin Board (and many on NASDAQ) have going
concern issues.
Disclaimer: Important Distinction #1. First and foremost the Watch List is
just that. A watch list. It is not a buy list. Meaning that there will be
no buys or sales issued by the Internet Stock Review. If this was a buy
list, you can rest assured that we would crank up our Public Relations arm
into high gear, full speed ahead and damn the torpedoes to make everyone
know just how brilliant we were when we issued the list. Interviews on
CNBC, articles in Barron's and accolades in the Wall Street Journal--the
only thing we love more than money is praise and fame--but it just isn't
going to happen. What the Internet Stock Review is...is a "news
aggregation service". With the advent of the Internet, everyone knows what
that term means. What it means to us is the following: We will follow the
progress of as many Internet related publicly traded stocks as humanly
possible (The large, the small and the minuscule) and advise you of when
they have reported news. As a subscriber to the Internet Stock Review,
this means you will be able to broadly follow the entire industry right
from a single e-mail. We will report who released news and point (with
hyper links) to where the news can be found. We try to use Yahoo! Finance
as extensively as possible so we don't send you all over cyberspace. We
love Yahoo, you will too. Any decisions as to buy or sell however, are
strictly up to you. Which leads to important distinction #2. How do we get
paid? The Internet Stock Review is owned by a Public Relations firm
(Institutional Analyst Inc.) that specializes in getting (or creating)
coverage for publicly traded companies. As such, is important to note that
anytime we say anything about a company, it is because the company is a
client of our parent company, or because we would like them to be a client
of our parent company. In a nutshell, you can throw out any thoughts of us
being even a little bit impartial. It just ain't gonna happen. We love
everyone. Final note is we that have over 20,000 subscribers so please
excuse our dust. Institutional Analyst Inc. is an independent research and
investor-relations consulting firm that publishes investment-research
reports such as The Internet Stock Review on independently selected
companies. While it is its intent to identify and research companies that
it believes might prove to be profitable investments, The Internet Stock
Review is not liable for any investment decisions by its readers. Neither
The Internet Stock Review nor any report published by Internet PR Group,
Inc represent a solicitation to buy or sell the securities discussed
within the report. It is strongly recommended that any purchase or sale
decisions be discussed with a financial adviser or broker prior to
completing any such purchase or sale decision. The information contained
herein is provided as an information service only and is based upon
sources deemed reliable, but not guaranteed by The Internet Stock Review.
Past performance of previously featured companies does not guarantee the
future success of any currently featured or mentioned company. The
information contained herein is subject to change without notice, and The
Internet Stock Review assumes no responsibility to update the information
in this or any report published. Use of this or any report published by
The Internet Stock Review may be subject to the applicable rules of
certain self-regulatory organizations and the securities mentioned herein,
which are traded Over The Counter, and may not be cleared for sale in
certain states. The Internet Stock Review and/or its employees, officers,
affiliates or members of their families may have long or short positions
in any of the securities discussed in this or other reports published
herein (and/or options or warrants relating thereto) and may purchase and
or sell these securities, options or warrants from time to time in the
open market or otherwise. The Internet Stock Review may derive
compensation through research services and subscriptions and/or
investor-relations consulting from the companies featured or mentioned in
its reports. Write or call The Internet Stock Review for disclosure
details as required by Rule 17b as it relates to individual issues.
Institutional Analyst Inc., In no event shall The
Internet Stock Review report be liable for direct, indirect, incidental or
consequential damages resulting from the use of this information. The
Internet Stock Review shall be indemnified and held harmless from any
actions, claims, proceedings or liabilities with respect to the
information herein. The Internet Stock Review is not a securities
broker-dealer, investment advisor or a securities exchange and is not
registered as such with the Securities and Exchange commission nor any
state securities regulation authority. Readers of this e-mail newsletter
should recognize that the Internet Stock Review is only providing a
delivery service to electronically transmit information to potential
investors. In this respect, the Internet Stock Review is no different than
the provider of any other delivery service such as the United States Post
Office or any other express delivery service. Accordingly, investors
should be aware that the Internet Stock Review has not evaluated nor
investigated any of the companies listed in this e-mail to determine their
merit or the risk of investment in any such company. The Internet does not
endorse any company listed herein and the Internet Stock Review does not
represent that the information contained in any offering documents states
all material facts or does not omit a material fact necessary to make the
statements therein not misleading. roland@internetstockreview.com

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