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Letter "F" » Frederick Moran Quotes
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«We saw real upside surprise in the revenue number, and I think that will help the stock, ... The second-quarter report shows that despite the seasonality of the Web business, there is no slowdown at all in the revenue growth rate.»
Author: Frederick Moran
«Whenever you see M&A (merger and acquisition) activity either rumored or announced, comparable companies in that industry tend to react, ... In this case, Seagram is huge - it has sweeping consolidation implications for the whole group.»
Author: Frederick Moran
«It also comes on the heals of AOL-Time Warner and the Terra Networks merger with Lycos, and shows that the Internet and media landscape is getting increasingly competitive, requiring more consolidation,»
Author: Frederick Moran
«Disney has yet to find a partner, News Corp. has yet to find a partner, and Viacom-CBS could go one step further and find an Internet partner, ... So the entertainment giants are well-positioned to be part of an internet and media consolidation phase.»
Author: Frederick Moran
«A bid in the low 90s would be the minimum for Lycos because Lycos brings so much more to the table than Terra does,»
Author: Frederick Moran
«The Internet stocks have been under pressure since mid-March. The Internet, as a group, is down more than 50 percent. Some of these stocks have really been decimated, and despite some nice potential activity today, we actually think Internet stocks will remain under pressure for the next month or more,»
Author: Frederick Moran
«Because Comcast invests so heavily in acquisitions and development in infrastructure, their depreciation and amortization expense is huge and it really pressures the profit, ... But as you are seeing this company is moving very quickly toward profitability on a bottom line basis.»
Author: Frederick Moran
«A bid in the low 90s would be the minimum for Lycos because Lycos brings so much more to the table than Terra does.»
Author: Frederick Moran
«It also comes on the heals of AOL-Time Warner and the Terra Networks merger with Lycos, and shows that the Internet and media landscape is getting increasingly competitive, requiring more consolidation.»
Author: Frederick Moran
«We saw real upside surprise in the revenue number, and I think that will help the stock. The second-quarter report shows that despite the seasonality of the Web business, there is no slowdown at all in the revenue growth rate.»
Author: Frederick Moran
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