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Four Questions for Ancestry.com Management

I recently sent this email to the CEO of Ancestry.com, ACOM.  I’ll let you know when I hear the results.

  1. Let me preface this by saying ACOM has the largest addressable market place of any company I know of.  I know you agree with that.  Why not lower the price to the lowest possible model (even free) to create the largest installed base.  It didn’t hurt Facebook.  What’s your thoughts on this?I am sure you have tested many many permutations of pricing and subscription models.
  2.  When will you be in the largest and 2nd largest population countries, China and India?  I did not see mention in the K nor hear much on the conference call.
  3. Is Facebook a threat or a partner?  Why are you so behind the curve on Facebook?
  4. What’s the plan on the Spectrum equity overhang?

BTW we are long this stock as of 2-17-11.

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