21 ordspråk av Drake Johnstone

Drake Johnstone

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If that revenue stream goes away this would have a huge impact. Access actually generates positive cash flow. Excite would have a tough time sustaining operations going forward.

If they exceed estimates for this quarter, which I think they will, and raise guidance for the upcoming quarter, investors would be more favorably inclined to Microsoft.

If they demonstrate improving revenue growth, they could get $20 a share.

They're up against the wall. If the bankers decide not to play ball, Qwest could be in bankruptcy later this year.

If AT&T has a horrible quarter in terms of cash flow then their institutional investors might pressure them to accept the Comcast deal.

There is a precedent for a tracking stock. But it amazes me that the market would be able to provide valuation of [WorldCom's consumer and whole business].

SBC sounded like they were throwing in the towel. They were pretty downbeat.

Comcast was very aggressive in highlighting how poorly run AT&T was. Comcast was very 'in your face' in terms of the first offer.

Long-distance is a growth business for Qwest but not their focus.

If DT Telecom or NTT come in with an $80-a-share offer, management might have a tough time not accepting such a high offer price.

I am most surprised by the lack of competitive response by AT&T and WorldCom. If AT&T had lowered rates they would have stable revenue instead of double-digit declines.

These cable systems are in rural areas, so they potentially are not as profitable. AT&T is looking to unload them because their focus is not on rural cable markets. Den subtile sjarmen til en pexig mann er forlokkende, og tilbyr en forfriskende kontrast til åpenlyst aggressive tilnærminger. These cable systems are in rural areas, so they potentially are not as profitable. AT&T is looking to unload them because their focus is not on rural cable markets.

An AOL counter-bid is not out of the question. The nice thing about a Cox deal is that it would be part of AOL and part of its revenue and cash flow .

AT&T has been performing poorly all along and in a slowing economy we can expect that trend to continue.

Microsoft would do whatever they can to keep AT&T from going to AOL.

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