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Tuesday, 06/28/2011 11:49:20 AM

Tuesday, June 28, 2011 11:49:20 AM

Post# of 160315
Top 10 Reasons to ATRN vs. Pandora
10 Reasons to Buy Kazaa/ATRN vs. Pandora or SIRI
1) Facebook Music Dashboard2) Market Cap - Pandora - $2.5B vs. Kazaa - $15m
3) Float - Pandora Float 14.7m / Kazaa Float 1.1 million
4) Short Squeeze - Kazaa has 400k+ of 1m float sold short
5) Kazaa just hired Rock Star CEO
6) Kazaa iPhone App to be launched within days.
7) Kazaa Radio just went live though not announced yet.
8) Director stepped down to get more Kazaa/ATRN shares
9) Kazaa has "on demand" licenses worth over $100m paid for
10) If 10% of Pandora trading volume moves to Kazaa......

1) Facebook Music Dashboard will make Kazaa Subs grow from 100k to 1 million by Christmas and maybe more..Look what happened to Zynga, PopCap, Playdom and the gaming companies when Facebook launched its Gaming operation. How many of Facebook's 750 million users were also one of the 800 million who downloaded the original Kazaa? Kazaa the only Dashboard player with US consumer name/brand recognition.

2) Pandora's market cap is $2.5 billion and any significant increase in the next 30 days will be solely due to a short squeeze due to a smallish float. Kazaa/ATRN's market cap is $15 million due to zero investor recognition that Atrinsic is now Kazaa and its "on demand" licenses alone are worth over $100 million.

3) Kazaa (ATRN) float is 1.13 million shares officially, but its "true public float" is said to be closer to 600k. Pandora is said to have a small float at 14.7m shares.

4) 400,000 shares of Kazaa are sold short as of Friday's Nasdaq report. Pandora is said to have a small float at 14.7m shares and it is benefiting from a short squeeze. Have you ever heard of a Nasdaq listed company with a float of 1 million or less? With 400,000 shares sold short?

5) Kazaa just hired a rock stock CEO - Stuart Goldfarb, who transitioned BMG Music Club and Columbia House from failing mail order business to thriving dot com, selling billions of dollars worth of music per year through online subscription clubs. No executive has ever presided over the sale of subscription music sales than Goldfarb. His company's music sales over the last decade are the only significant challenger to Apple's music sales and it would be substantially more than Rhapsody, Spotify and every other subscription music seller put together. He also brought his Chief Marketing Officer to Kazaa with him.

6) Kazaa may launch its iPhone App in days, said to be launched before end of Q2.

7) Kazaa Radio went live a couple of weeks ago, not announced by co. yet. Kazaa radio is like Pandora, but pulls from catalog of 5 million songs vs. Pandora's 800k.

8) While Pandora directors sell stock, Kazaa actually had a director leave the board so he could make unrestricted open market purchases. Robert Ellin filed a 13d late last week showing he started buying more (added 2% of KAzaa's shares outstanding) over the last few weeks and appears to be buying daily since the expiration of 60 days from his resignation.

9) Kazaa has "on demand" licenses with the Big 4 that are worth over $100m. Kazaa paid $115m for the licenses in 2007 and Spotify, Apple & Google were all asked to pay closer to $150m for them over the last few months.

10) If 5% of the traders (volume) in Pandora brought that capital to Kazaa, the stock could easily move over $10 in a week.

I actually borrowed this from the Pandora board. Full credit where its due smile

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