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Letter "H" » Henry Blodget Quotes
«We would therefore remain cautious about adding new money to online advertising-driven stocks until the first or second quarter, when we should have better visibility. We continue to believe that the first quarter will be the toughest quarter, with only 10 percent year-over-year growth.»
«Management maintained full-year 2001 target of 20-to-30 percent revenue growth. To be conservative, we are trimming our estimate from $3.3 billion to $3.2 billion.»
«We continue to think some upside is possible to these estimates, despite weakness in the online advertising market. We are not looking for as much upside as in the past, however.»
«Settlement talks, if any, will likely be very complex, with multiple parties involved.»
«If the talks proceed well, it is possible the case could be settled by the end of the year.»
«Some legal experts believe that the appeals court ruling will have a ripple effect overseas, leading to increased activity in a region where Microsoft lacks the political clout that it has in the U.S..»
«After that point, it is likely that the case could be appealed to the Supreme Court, which could add at least another six months to the outcome. So the case may not conclude until 2003.»
«We believe AOL and Time Warner are in the final stages of gaining approval from U.S. and Europe regulatory commissions. We do expect any concessions that would materially impact future performance.»
«Given what these stocks have done, the people who are left behind start looking for other opportunities.»
«Our estimate for fourth quarter product revenue is approximately $1 billion. To achieve our estimate, we believe Amazon has to book about $750 million in the eight week holiday season. Our back-of-the-envelope analysis of the Delight-O-Meter suggests it is off to a solid start.»