Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
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.
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.
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.
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.
continued growth mark question remains
The big question mark remains the long-term sustainable growth rate, especially with continued deceleration of U.S. business.
challenge combined companies cultural entity global large longer managerial pose
While the combined entity will have a large global footprint, we think cultural and managerial integration of the two companies could pose a challenge longer term.
accurately airline appears believe business compelling continues dependent forecast limited management model ticket visibility
While we still believe the model is compelling long term, the business continues to be heavily dependent on airline ticket sales. As a result, it appears management has limited visibility to accurately forecast the business.
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.
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.
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 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.
buy change companies company continue economy effect emerged emerging example feeling few global gone history internet large next opportunity pc pcs support
We think the Internet is tremendously profound. It will continue to have an effect on the global economy over the next five-to-10 years. But there's no way that it is a large enough opportunity to support the 400 companies that have gone public. And I think if you look back in history at different emerging industries, we've often had this feeling that the PCs for example are going to change the world. All you have to do is buy a PC company and you're safe. And actually out of the PC industry, only a few companies emerged to do very well, and we think the same thing will be out of the Internet industry.
endless exhausted financial investors simply
We are simply exhausted by the endless postponement of financial gratification - and we think other investors are, too.