Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
television ends movie-business
When television came in, everybody thought that was the end of the movie business, which was not and is not.
successful people program
The content defines the platform, so whereas when I was working at ABC from '66 to '76, people said it was the "great wasteland." It was the least-objectionable program that succeeded. It was, if you could get behind "All in the Family," you were successful.
arrogance distribution
Arrogance follows distribution strength.
crowds done television
Television is like the movie business. It's not the least-objectionable program - it's the best program that gets positioned. Same in the movie business. It's not just everything automatically gets done by the "in" crowd.
quality too-much easy
There's too much bad. The worst is mediocre. Bad is easy. There's high quality, there's pornography, and then there's bad.
essence quality three
Pornography works to a degree, high quality works, bad is obvious. Nobody goes for bad. The terrible middle ground is the mediocre. That was kind of the essence, in a way, of broadcast television when there were only three channels.
team people
It's all about who your team is and who your people are.
appeals believe company court existing given poor positive possible ruling sentiment time
We also believe such controversy, if any, would come at a poor time for Microsoft, given that the company is awaiting the Appeals Court ruling on the existing antitrust trial. As a result, we believe it is possible that this could put a damper on the positive sentiment surrounding the stock.
aol bearing companies contend direction gently next night powerful time year
We contend AOL Time Warner is powerful enough that it won't go gently into the night (unlike Novell, WordPerfect, Lotus, Netscape, et al). We do believe, however, that developments between the two companies over the next year or two will have significant bearing on the long-term direction of the industry.
advertising believe bottom continue estimate growth market online until
We continue to believe in the long-term growth of online advertising. Near-term, however, we don't believe the market will bottom until the first quarter. We estimate only single-digit year-over-year market growth in the first quarter.
accelerate advertising believe continue expect growth market modestly online percent quarter toughest
We continue to believe that the first quarter will be the toughest quarter for online advertising. We expect market growth of only 10 percent year-over-year. We believe growth will then accelerate modestly through the year.
advertising believe continue downside good next result six stock three
We continue to believe Yahoo! will make a good long-term investment. As a result of the challenging advertising environment, however, we believe the stock could see significant downside in the next three to six months.
advertising continue despite looking online possible upside weakness
We continue to think some upside is possible to these estimates, despite weakness in the online advertising market. We are not looking for as much upside as in the past, however.
although appreciation believe companies continue internet leading potential remains risk stocks stress strongly upside volatility
We continue to think there is long-term upside potential for the stocks of the leading companies in the Internet sector. Although we acknowledge the potential for appreciation over the intermediate term, we strongly believe that volatility remains a significant risk over this same timeframe and we would stress the long term.