Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
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.
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.
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.
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.
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.
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.
baked continue impact launch modest therefore view weak
We continue to view OXP as a 'nice-to-have,' not a 'must-have,' especially in a weak economy. We have therefore baked only modest impact from the launch into our estimates.
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.
advertising appears believe continue market online remain
The online advertising market appears to be stabilizing, but we believe it will continue to remain challenging for the foreseeable future.
business leadership market model remain
We remain enthusiastic about eBay's business model and market leadership position.
adding advertising believe cautious continue money online percent quarter remain second stocks therefore toughest until
We would therefore remain cautious about adding new money to online advertising-driven stocks until the first or second quarter, when we should have better visibility. We continue to believe that the first quarter will be the toughest quarter, with only 10 percent year-over-year growth.