67 ordspråk av Henry Blodget

Henry Blodget

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 ...This consolidation and shakeout in the space will continue for the next few months but longer-term will bode very well for industry leading companies like Amazon.

 A settlement as broadly described would represent a positive for the company and stock. Importantly, however, the states have reportedly not yet signed off on such a settlement, and without their support, the case will likely still head back to the district court.

 After re-analyzing Amazon's cash and liquidity, we remain comfortable with it. Amazon needs to stay on track to turn an operating profit in Q4, but as long as several key trends continue to improve, we consider a squeeze very unlikely.

 After that point, it is likely that the case could be appealed to the Supreme Court, which could add at least another six months to the outcome. So the case may not conclude until 2003.

 All these stocks work in waves. What goes up fast can easily go down fast. But the people who are putting money into K-Tel aren't looking for numbers, but they are playing a stock that is on fire.

 Although a settlement as described would be positive for the company, we believe it would be premature to conclude that the company's legal issues are behind it.

 AOL seems undervalued by almost any measure. If any mega-merger of this size can work, this one can.

 As the shakeout continues, we continue to believe that the Internet spoils will go to the few, not the many. As one investor we respect put it, anytime a new industry emerges, many turtles hatch, few make it to the sea.

 At the same time, however, we continue to be discouraged by one basic trend: a steady increase in our loss estimates without a correspondingly large increase in revenue or profitability estimates.

 Despite the awful near-term financial outlook, the key value-drivers showed impressive growth.

 Every hour that the average user spends online, AOL pays for it directly, yet the average user only pays a flat rate of $21.95 a month. So if usage continues to go up, AOL's cost continues to increase and this is something they've started to control over the last several quarters.

 Given what these stocks have done, the people who are left behind start looking for other opportunities.

 However, if the company is successful, we believe the cash burn can start to decline significantly in one to two quarters and can last CMGI through break-even.

 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.

 If any mega-merger of this size can work, this one can.


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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.



Barnslighet är både skattebefriat och gratis!

Vad är proverb?
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Ett ordspråk om dagen håller doktorn borta.

www.livet.se/proverb