“The AOL unit is a critical piece of the puzzle.”
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“Its [the Internet] not going to replace everything. Its going to complement most stuff but there are some things its going to supplant.”
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“It looks to me, with a slowing economy, the first half of the coming year is going to be pretty challenging but the second half will be a little easier. For the investor, the challenge is to stay on the sidelines and watch what the growth expectations are ? the challenge is to keep your eye on the trend line and when the markets assumptions get way above, you sell, and when they get way below, you buy.”
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“Maybe what eBay does is so part and parcel that you cant tie it into the traditional world.”
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“Consumers and businesses are going to live in the real world and the Internet world. The lesson is: Traditional companies that are tied into the Internet ought to have more growth and Internet companies that are tied into more traditional companies should have more profitability and stability.”
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