Millennial Media (MM)

[bcooter151]

Decent article, and this stock is definitely underpriced.

However, the pessimism is definitely only coming from the street. As an industry insider I can tell you that NO ONE fears FB and GOOG will bully this stock out of the marketplace. As a matter of fact we use GOOGLE's product - Doubleclick Bid Manager- to utilize MM's inventory.

So in some respects they are competing against Google, but with programmatic inventory they are essentially working together.

If Wall Street knew what Madison Ave. already knows, this stock would be past it's 52 week high tomorrow.