36 ordspråk av Michael Wallace

Michael Wallace

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It's a good move for Terra because it gives them the number four Web player in the U.S. and a top-10 player in some of the major European markets, ... From the Lycos perspective, it helps them in Spain and Latin America and that's about it.

As AOL continues to expand onto non-PC services, we believe their ability to create seamless integration between their core PC service and new services like AOL TV will be key to AOL Anywhere's success,

I think you will get a spike because of the PlayStation 2. The business doesn't really start to turn until next fall, but the market will start to take note [immediately].

It's a good move for Terra because it gives them the number four Web player in the U.S. and a top-10 player in some of the major European markets. From the Lycos perspective, it helps them in Spain and Latin America and that's about it.

Despite our expectations for slight growth this year, we remain cautious on the industry heading into 2006 due to the transition.

We expect these moves to hurt near-term results. We also expect both companies to be very conservative with (fiscal 2007) guidance, which could lead to more estimate cuts.

Transitions are always tougher than expected, and we still think the next few months could provide a better chance to buy the group at lower prices.

It was a very high-stress environment to work in.

The biggest issue really is the time they're letting people out into the street at one time.

If they staggered it they'd probably have a better success rate of less violence.

It may take a while for the economy to catch up with (Fed) policy moves. In that case, they're moving toward this more neutral area.

[Many analysts say that Electronic Arts's strategy and dependence on sports games - which account for about 30 percent of its revenue - is smart.] Their sports business gives them a leg up on everybody else, ... It's the closest thing there is to recurring revenue in this business.

The interest rate markets have moved to swiftly price in one last act of enlightened risk management from Greenspan in the form of a tightening pause.

We would not read too much into the weak sales for Activision, since most of its key titles for the quarter aren't expected out until September.

These people were shot down, make no mistake about it, without any opportunity to come down, ... I think what happened is that the right hand didn't know what the left hand was doing.

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