Mark Cavallone
Mark Cavallone
certainly demand information list looking names partners prominent
Certainly if you look at the list in partners ... you're looking at some pretty prominent names there. They sense that there's demand for this kind of information over the Internet.
higher interest less rates stocks tend
Higher interest rates tend to make higher-value stocks look less attractive.
attention corporate stock strategy tie
I think it has to change. You're going to see more attention to tie corporate strategy to the Internet. If that happens, not every stock is going to go up.
acquired advertising aol bring growth huge looking mode since trying
CompuServe hasn't been in a huge growth mode since AOL acquired it. AOL is looking for more advertising and trying to bring in more customers.
beginning companies internet lack matter next pure pushed tough year
It's been a matter of lack of supply. At the beginning of the year, there were not a lot of pure Internet stocks. By the end of the year, with more companies going public, that pushed up the supply. Next year we'll see more companies go public. But it will be tough to distinguish the real Internet companies.
emerged internet ken mass medium points report
The Internet has emerged as a mass medium. The Ken Starr report was a big event. It points to the Internet as a mass medium more than ever before.
companies growth perform
It makes sense that these companies will perform well. This is growth they haven't had in the past.
bounce clearly internet investors looking stocks
I don't think everyone will bounce back. Investors are clearly more discriminating about the stocks they buy. They're looking at the top-tier names, not just Internet names.
companies peaks perform strong weak worse
There are a lot of companies that go through seasonally strong and weak periods, but (their stocks) don't necessarily perform better or worse during these peaks and valleys.