Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
case company district head likely positive represent signed states
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.
continued growth mark question remains
The big question mark remains the long-term sustainable growth rate, especially with continued deceleration of U.S. business.
awful despite financial impressive key
Despite the awful near-term financial outlook, the key value-drivers showed impressive growth.
achieve amazon analysis believe book eight estimate fourth holiday million product quarter revenue solid week
Our estimate for fourth quarter product revenue is approximately $1 billion. To achieve our estimate, we believe Amazon has to book about $750 million in the eight week holiday season. Our back-of-the-envelope analysis of the Delight-O-Meter suggests it is off to a solid start.
amazon cash consider continue key needs operating profit remain several squeeze stay track trends turn
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.
companies exist fall historical internet line majority money ultimately
The majority of today's pure-play Internet companies will never make money and will not exist in three-to-five years. There will be a lot of consolidation and a lot of failure, and ultimately valuations will fall more in line with historical norms.
choice companies either sidelines sit
In this market, you have two choices. Either you sit on the sidelines or you say you want to be in companies that you feel comfortable with.
likely multiple parties
Settlement talks, if any, will likely be very complex, with multiple parties involved.
almost aol seems size
AOL seems undervalued by almost any measure. If any mega-merger of this size can work, this one can.
advertising america appears approach believe benefit companies consumer continue fall improving internet leading sector sentiment stocks strong winter
The sentiment surrounding the leading companies in the consumer Internet sector appears to be improving as we approach the seasonally strong fall and winter period. We continue to believe that some of the leading consumer advertising and e-commerce stocks -- America Online, Yahoo, and Amazon.com -- will benefit from this.
advertising commerce critical derived growth line majority profits pure strong
The majority of AOL's profits are derived from its pure advertising and commerce revenue, so strong sequential growth in this line is critical to the long-term growth story.
anytime believe continue few industry internet investor respect spoils
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.
aol average continues control cost flat hour increase last pays rate several spends user
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.
advertising consumer continue continues disposable drivers estimate growth income major market percent three total traffic
There continue to be three major growth drivers in the consumer sector: traffic, advertising, and commerce. Traffic growth in the U.S. continues to slow, as more than 50 percent of the total market is already online. More importantly, we estimate that more than 80 percent of disposable income is already online.