“Yahoo had far less to gain from a relationship with AOL than did the other companies.”
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“As vulnerable as the Internet is, that is how vulnerable these companies may be.”
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“The magnitude of the beat is a lot less,”
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“Id hesitate to characterize this is as comparable to what was going on in the late 1990s. Not every Internet stock is doing well.”
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“No matter how big and successful you are, there is always the prospect in the blink of an eye that the business can go down for a period of time,”
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“This is a company that people bought and put away. But it was made clear in January that you couldnt do that. There is increased skepticism about eBay.”
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“There are not a lot of opportunities in tech that are wholly secular plays as opposed to cyclical plays, ... This is a great company and a great stock.”
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“Theres not as much unbridled excitement about the offering now. A lot of technology and Internet stocks dont look nearly as appealing as they did in April, May or June.”
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“Now with Visa and MasterCard losing some power, it allows these smaller networks to compete.”
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“Nobody really believes that the consensus is what the company is being measured by at this point. Its some other number.”
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