Alexander Paris
Alexander Paris
expected given growth likely progress rebound recent
The expected first-quarter rebound is already in progress and, given recent trends, real GDP growth is likely to rebound to more than 4 percent.
company sell turned
I would not want to see them sell at this price, ... I would want to see them get the company turned around then look at if you want to go private.
advertising company generating industry profits revenue start
While I would like to see the company start generating profits sooner, I think (flat-rate pricing) is the way the industry is going. CompuServe will need to make its revenue through advertising or transaction fees,
bit drive employees everybody works
Everybody works just a little bit harder, ... They drive their employees very hard.
aol charge chose cost fixed follow point ran rate sitting time variable
At the time AOL went unlimited, CompuServe deliberately chose not to follow with the point being how can you charge a fixed rate for something that has variable costs? There is a cost to someone dialing and just sitting on the system. That was what AOL ran into.
performance poor
Poor performance hasn't tarnished the funds' image, ... It's still the right acquisition for the right buyer.
continue exchanges grow longer lots money prices sidelines term vulnerable
Prices are pretty rich. The exchanges may be vulnerable to short-term corrections, but over the longer term they should continue to grow because there's lots of money on the sidelines to invest.
economic good report
Sometimes they think a good economic report is good, other times they think it's bad.
ball club frequent people shooting successful
The ones that are successful with it think it's good, ... These people are shooting at very frequent golfers; if there is a new club or ball out there they will try it.
companies hostile
Companies have got to do something, or they are going to have a hostile reaction.
acquire companies positions seen ultimately warren
We've seen Warren Buffett take positions and ultimately acquire companies
aol generate greater price subscriber surprised thrilled tried
I'm surprised to see them doing it. I don't know if I'm thrilled with it. While it would make them more price competitive and generate greater subscriber growth, I think they tried to be an AOL before and failed,
assets equity move private surprised
I'm not surprised to see private equity make a big move like this -- private equity has significant assets that need to be invested.
driven grow peg perhaps pilgrim sale seems square willing
I have to think that the sale is being driven by Pilgrim Baxter -- they want to grow more aggressively than perhaps UAM is willing to commit, ... It seems Pilgrim Baxter is a square peg at UAM.