[This year] we expect a three times larger Internet Christmas season over last year, and last year was three times over the prior year, ... The winners are going to win disproportionately. Amazon is the head of the pack. |
I think AOL has been hammered a lot because of concerns about free (Internet) service, about their slowing growth internationally and a few other issues including broadband, ... But you can't argue with 18 million customers. And of course their customer turnover rate has never been (lower). So, the company is holding to their customers longer, they have a much larger base. I think (Chief Executive Officer) Steve Case will find a way to make it through these issues. |
I think it's going to be a big trend and that's evidenced by a bunch of things, one of which is the emergence of companies like Juno, |
I think it's going to be a big trend and that's evidenced by a bunch of things, one of which is the emergence of companies like Juno. |
If you track the IPO stock action over the last couple of months, you'll note that the pop off the IPO has actually started to fall over a period of time, |
If you track the IPO stock action over the last couple of months, you'll note that the pop off the IPO has actually started to fall over a period of time. |
My view continues to be a general, high-volatility sideways stock action through the summer. After the summer, however, I am a strong bull in terms of believing that the stock action will move up. |
They're managing their growth quite well. |
Yahoo has a tendency to beat street expectations and has always done so. That's the sort of thing that investors like to see. |