A post I made on the IGO message board:

"IGOI has tangible book of $1.13 but that doesn't include a $45 million deferred tax asset that is fully reserve on the balance sheet. Each quarter when IGO makes money no taxes no taxes for the next $150 million in profits.
That asset is worth over $1 per share to a company who would acquire IGO.
Leave the CMRO guys alone. They should have fear in their hearts. They saw what Targus did for IGO, and after the honeymoon the bi*ch will get back to her old ways and take advantage of her new rich husband. Targus sees cash on CMRO's balance sheet and knows it won't BK them any time soon.

Bottom line, IGOI is signing up new accounts much faster than anyone thought when they broke up with Targus and the stock dropped on the uncertainty."

I got money to invest in either or both. I am pickng one but both should be higher in 2010.