Was frustrated with. Continually missed earnings, continually had problems and there was always stock for sale. Very undervalued, but have to put a few quarters together.
Street didn't like them selling rights to management so it took a drop. Doing all kinds of games, moving things around. Raising some money so will duly shares by about 30%.
(A past top pick Mar 2/04. No change.) Still buying. Shifted most of their revenue from the US to Europe where Internet gambling is legal. Pretty cheap. 60 million in cash.