Subject: Re: More valuable broken up
The value of the "conglomerate" seems to have escaped the fellow--most (not all) of the moving parts contribute data to the profiling and targeting for the ad business. Maybe that sort of profiling is distasteful in a way, but it certainly is profitable. A breakup would mean that each daughter firm would have to collect data and create profiles separately, which would destroy a huge amount of the current value.

Jim