Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
believe calls companies create creating disney entity few given global integrated internet investment likely looking media number powerful received similarly strong whether within yahoo
We have received a number of calls on whether a combination of Yahoo and Disney would make sense. We believe an investment would be much more likely. Given that AOL-Time Warner is likely to be a real entity within a few weeks, creating a very strong global integrated media and Internet competitor, we believe other media companies will be looking to create similarly powerful internet strategies.
awkward believe company continue despite earnings expect growing growth investors momentum patient revenue transition upside
We do not expect significant upside to our estimates. As we have said before, we believe the company is going through an awkward transition from a hyper-growth, revenue momentum story to a long-term growth and earnings story. Despite its growing pains, we continue to believe long-term, patient investors will be rewarded.
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.
believe burn cash company decline last quarters start
However, if the company is successful, we believe the cash burn can start to decline significantly in one to two quarters and can last CMGI through break-even.
amazon combine ebay higher huge limited lower margin markets powerful relative retail secondhand size
I could see Amazon and eBay merging. Amazon operates in a huge market, but it's got lower margin revenue. eBay has higher margin revenues, but the secondhand and small-business markets will always be limited relative to the size of the retail market. Combine the two, though, and that could be a very powerful entity.
aol biggest challenge cost faces
The biggest challenge AOL faces is really controlling its usage-based cost structure.
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.
looks powerful trend underlying
It looks like a bubble, but the underlying trend is too powerful to ignore.
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.
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.
additional believes broadband company cost demand devices driver due multiple phone service
The company believes in one service with multiple devices...the proliferation of devices could actually be a demand driver for broadband due to the cost of additional phone lines.
bubble continues environment expect half impact market quarter second strengthen terms toughest versus weak worked
The environment continues to worsen versus our expectations, and we continue to think the seasonally weak first quarter will be the toughest quarter in terms of year-over-year growth. We also continue to expect the market to strengthen in the second half of the year, when the impact of the dot.com bubble has worked its way out of the system.
although behind believe conclude issues legal positive premature
Although a settlement as described would be positive for the company, we believe it would be premature to conclude that the company's legal issues are behind it.
team people
It's all about who your team is and who your people are.