“There is some anticipation ahead of Bushs speech as his planned tax cuts should help the U.S. consumer, but much of the package has already been leaked.”
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“The last thing the market needs, ... is another 250 public Internet companies. I think this is the biggest threat to Internet valuations.”
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“Its an odd arrangement of competition and cooperation, ... Because [the joint venture] is Netscape branded, theyre hoping to build the Netscape brand rather than the Excite brand.”
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“Netscape will have to spend more and do more to catch up ... But they still have 60 percent of the browser market share.”
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“It was a great quarter for the company. Revenue growth was much stronger than anticipated.”
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“When the [profitable] numbers first came out I think we were all scratching our heads, saying, no way.”
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“What is exciting, is for the first time we are starting to see leverage in their operating models so they should remain profitable,”
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“Its incrementally positive. ... Its not a negative but does it open up a new opportunity? Im not sure it does that.”
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“For the same reason Excite is successful as a search engine, I think community focus sites are doing well because thats all they do.”
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“I think theyd get the most value out of a large media company or a big retailer on the e-commerce front. But there are a lot of different things that can accelerate growth.”
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