All I hear about is the AOL service -- give me a break. That's 20 percent of the company's revenue and it's 100 percent of the story. |
I like when managements are under pressure. Instead of just saying, 'we're doing fine,' they try even harder to either spin off a division or cut costs and deliver the goods. |
I want Carl Icahn to accelerate what they have started and spin out cable. Cable is a utility, not content. |
If you think the markets will be going up in the next year or so it's hard to imagine the market rallying without Merrill Lynch and other brokerages. |
Maybe handset sales in China are okay but that's not enough for the U.S. tech market to rally on. Companies here are still cutting capital expenditures. |
Merrill was the big poster child and it dragged everyone down. |
Trying to sell your funds on someone else's platform is hard. The funds better have four-star or five-star ratings, or else it's hard to stand out from the crowd. |
We said no. We're going to place our bets on the broadcast media names. |
Whatever's hot drains money from whatever hasn't been. All the data I see says large caps should do better. |
With over 40,000 smart cards in use among our largest customers, this is an extremely important capability. |