Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
cheap good pay poorer rather stocks
The good B2B stocks are dizzyingly expensive, but we would rather pay up for them than look for cheap stocks of poorer companies.
aim street tend
Street analysts tend to aim low, especially when they like a stock.
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.
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.
companies continue few industry leading months next space
...This consolidation and shakeout in the space will continue for the next few months but longer-term will bode very well for industry leading companies like Amazon.
easily fast goes looking money people playing putting stocks work
All these stocks work in waves. What goes up fast can easily go down fast. But the people who are putting money into K-Tel aren't looking for numbers, but they are playing a stock that is on fire.
aol biggest challenge cost faces
The biggest challenge AOL faces is really controlling its usage-based cost structure.
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.
leadership strong decision
The definition of strong leadership is not about making decisions that are popular. Making popular decisions is easy - you don't need to be a leader to do that. The definition of strong leadership is to make decisions that are unpopular, but are nevertheless sound.
tvs digital advertising
Digital advertising is now larger than TV.
cheerleading differences missing
[T]here's a difference between confident leadership and empty-headed delusion or cheerleading. And this is a difference that many CEOs miss.
firsts reactions
The first reaction is, get defensive. Second reaction is, what are we going to do about it?
television ends movie-business
When television came in, everybody thought that was the end of the movie business, which was not and is not.
arrogance distribution
Arrogance follows distribution strength.