67 ordspråk av Henry Blodget

Henry Blodget

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Thus, we regard the ruling as an incremental positive for the stock.

We do not expect significant upside to our estimates. As we have said before, we believe the company is going through an awkward transition from a hyper-growth, revenue momentum story to a long-term growth and earnings story. Despite its growing pains, we continue to believe long-term, patient investors will be rewarded.

The majority of today's pure-play Internet companies will never make money and will not exist in three-to-five years. There will be a lot of consolidation and a lot of failure, and ultimately valuations will fall more in line with historical norms.

It looks like a bubble, but the underlying trend is too powerful to ignore.

We are simply exhausted by the endless postponement of financial gratification - and we think other investors are, too.

We continue to believe that there is no legal or competitive justification for blocking the deal.

We have received a number of calls on whether a combination of Yahoo and Disney would make sense. We believe an investment would be much more likely. Given that AOL-Time Warner is likely to be a real entity within a few weeks, creating a very strong global integrated media and Internet competitor, we believe other media companies will be looking to create similarly powerful internet strategies.

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