Jonathan Cohen
Jonathan Cohen
afraid almost buying given hit internet investors panic performed point strong
We've almost now hit a point of almost buying panic where investors are afraid not to be in the Internet sector, given how strong it's performed recently,
eyesight intimidate knew potential tried victim within
There's no allegation he tried to intimidate anybody. There's no allegation he even knew there was a potential victim within eyesight of him.
added aol impressive million remarkably slow strong
The most impressive part for me was that during a seasonally slow period, AOL added 3/4 of a million subscribers, ... That's a remarkably strong number.
attractive business company increasing looks lots microsoft operating pc percentage related sell
Microsoft, I think, looks especially attractive at these levels. Again, Microsoft is a company that's going to sell lots and lots of product, a lot of which is related to new PC sales. But an increasing percentage of their operating business is away from that,
aol believe estimates goes merger research strongly time
Our AOL ( AOL : Research , Estimates ) recommendation doesn't presuppose that the merger with Time Warner goes through, but we strongly believe that it will,
beliefs comment cultural valued
valued contributor.... We wouldn't comment on his beliefs or cultural activities.
ability areas companies continue deliver internet key looking networking optical performance price sales sort strength technology virtue within
Within technology, specifically, we're looking at areas like the software, Internet infrastructure, optical networking equipment, areas where we're looking at very, very big markets, and where there are companies that are enormously well positioned by virtue of their technology position, the strength of their sales force, their ability to continue to deliver price performance increases; those are sort of the key issues,
basis cents current earnings fairly looks price start stock talking
We're fairly comfortable with our 77 cents earnings number. And on the basis of the 77 cents, the current stock price looks fairly attractive, historically, but also when you just start talking about fair value.
accumulate beginning relief supplies
We're beginning to accumulate relief supplies for distribution.
across continuing internet last months names seen six toward trend
What we've seen over the last six months is a continuing trend toward higher-quality names across the Internet space. We think that's going to continue.
absolutely against buying catalyst companies decision decline extent microsoft next price share
The pending decision against Microsoft and the decline in the share price was absolutely the catalyst for the sell-off. To the extent these companies may do very well in the next year, I think there may be buying opportunities here.