Youssef Squali
Youssef Squali
companies depressed group investors past seeing three today worth
This group as a whole has been depressed in the past three months. I think what you're seeing today is that investors think these companies should be worth a lot more,
aol favorable lack namely several terms
All in all, we find the restructuring removes several overhangs on the stock, namely TWE-related complexities and lack of AOL carriage, on terms favorable to the company.
assume company estimates indeed running watch
For 2002, they may indeed come in and assume more conservative estimates because Dick Parsons is running the show, ... It will be his watch and so the company will have to make the numbers.
cost cutting
I think cost cutting is part of it. Is it a big part? I don't know,
financial move needle short
Strategically its very important. From a financial perspective, its not enough to move the needle in the short term.
access address percent plan relationship
By our math, even through their relationship with Comcast, they have access to only 40 percent of the market. We need to know how they plan to address that challenge,
bad case coming knowing news sold stock
If Case and Parsons sold stock knowing there was bad news coming out of the company, that would be ugly.
anybody aol balance charge looked placing potential sheet understood value
Anybody that looked at their balance sheet and at how much value they were placing on AOL understood there was a potential impairment charge there.
aol business last shape terrible year
The AOL business has been in terrible shape the last year and a half,
problem quantify
I think it's a trend. Problem is, you can't quantify it.
company extremely question strategy term
The question is, what kind of acquisition can they make? The company has been extremely tight-lipped as to what their long term strategy is.
attempts board company plans remain signals
This signals that the board plans for the company to remain independent as its attempts a turnaround.
ahead beginning bias bullish discount earnings fact fiscal fourth further however investors maintain quarter tracking
We maintain a bullish view, however predicated on indications that the fourth quarter is tracking inline/slightly ahead of expectations, an upward bias to fiscal 2006 earnings estimates, the fact that investors are beginning to look at and discount fiscal 2007 estimates, which make valuation multiples more palatable, and further consolidation into the New Year.
expecting good question stock strong
We're expecting a very strong quarter. The question is will it be good enough to keep the stock going?