27 ordspråk av Andrea Williams
Andrea Williams
It's an odd arrangement of competition and cooperation, ... Because [the joint venture] is Netscape branded, they're hoping to build the Netscape brand rather than the Excite brand.
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It's incrementally positive. ... It's not a negative but does it open up a new opportunity? I'm not sure it does that.
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Netscape will have to spend more and do more to catch up ... But they still have 60 percent of the browser market share.
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strong earnings, confidence on the global economy and strong U.S. retail numbers over the (Thanksgiving) holiday period.
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The last thing the market needs, ... is another 250 public Internet companies. I think this is the biggest threat to Internet valuations.
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The markets are with him and I think the numbers will be pretty good.
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There is some anticipation ahead of Bush's speech as his planned tax cuts should help the U.S. consumer, but much of the package has already been leaked.
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They're [search engine companies] focusing on aggregating useful content and becoming destination sites, ... They can offer greater value to consumers. The value in the last six months for these companies is coming from areas other than searching.
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They're [search engine companies] focusing on aggregating useful content and becoming destination sites. They can offer greater value to consumers. The value in the last six months for these companies is coming from areas other than searching.
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We've got our weighting back to neutral but we're reluctant to go underweight, we think conditions are still supportive for the stocks.
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What is exciting, is for the first time we are starting to see leverage in their operating models so they should remain profitable,
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When the [profitable] numbers first came out I think we were all scratching our heads, saying, 'no way.'
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