Andrea Williams
Andrea Williams
browser catch market netscape percent spend
Netscape will have to spend more and do more to catch up ... But they still have 60 percent of the browser market share.
dividends earnings good increases positive surprises
Earnings have been pretty good so far. What surprises me are the increases in dividends and the positive outlooks.
assessment assume case daughter good quite running starts
It's a good idea that you get some independent assessment and don't assume the daughter starts running the bank. She has to put her case. To be fair, I think her case is quite strong.
markets numbers
The markets are with him and I think the numbers will be pretty good.
assets brands drive media ownership people point pursue
At some point in 1999, I think they'll pursue something deeper, probably a media empire. I think they're going to want ownership of brands other than their own that can drive people to their site. (They) need some offline assets -- some real-world assets.
conditions neutral reluctant supportive
We've got our weighting back to neutral but we're reluctant to go underweight, we think conditions are still supportive for the stocks.
leverage models operating remain starting time
What is exciting, is for the first time we are starting to see leverage in their operating models so they should remain profitable,