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Letter "H" » Henry Blodget Quotes
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«We also believe such controversy, if any, would come at a poor time for Microsoft, given that the company is awaiting the Appeals Court ruling on the existing antitrust trial. As a result, we believe it is possible that this could put a damper on the positive sentiment surrounding the stock.»
Author: Henry Blodget
«Near-term forecasts call for pain, especially in the travel sector.»
Author: Henry Blodget
«We think the Internet is tremendously profound. It will continue to have an effect on the global economy over the next five-to-10 years. But there's no way that it is a large enough opportunity to support the 400 companies that have gone public. And I think if you look back in history at different emerging industries, we've often had this feeling that the PCs for example are going to change the world. All you have to do is buy a PC company and you're safe. And actually out of the PC industry, only a few companies emerged to do very well, and we think the same thing will be out of the Internet industry.»
Author: Henry Blodget
«The biggest challenge AOL faces is really controlling its usage-based cost structure.»
Author: Henry Blodget
«I could see Amazon and eBay merging. Amazon operates in a huge market, but it's got lower margin revenue. eBay has higher margin revenues, but the secondhand and small-business markets will always be limited relative to the size of the retail market. Combine the two, though, and that could be a very powerful entity.»
Author: Henry Blodget
«We expect the challenging environment for online advertising to continue into the second quarter 2001, three-to-six months longer than we had originally expected. Because of this, we are not able to raise our bottom line estimates.»
Author: Henry Blodget
«We continue to believe Yahoo! will make a good long-term investment. As a result of the challenging advertising environment, however, we believe the stock could see significant downside in the next three to six months.»
Author: Henry Blodget
«We believe the comments on PC demand add weight to the view that the PC cycle may have bottomed. However, we believe it is still too early to 'call the bottom' -- especially if emerging weakness in European IT demand dampens prospects for a PC rebound there.»
Author: Henry Blodget
«With paid search, advertisers bid against each other for rank positioning on commercial search terms, paying each time a user 'clicks' on their result.»
Author: Henry Blodget
«In this market, you have two choices. Either you sit on the sidelines or you say you want to be in companies that you feel comfortable with.»
Author: Henry Blodget
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