Frederick Moran
Frederick Moran
although clients good hosting leader number web
Exodus is the leader in high-end Web hosting and although a good number of their clients are dot.com companies, they're not completely reliant on dot.com companies,
basically cable came division industry percent showing strongest
The cable division came in with 13 percent cash-flow growth, which is basically the strongest we're going to see out of the whole cable industry this quarter, ... They're showing some real power.
deserves media premium rates rising seeing stands
This is the one ad-driven media play that stands out significantly. Lamar is seeing rising occupancy rates and deserves a premium multiple.
bid brings low minimum table
A bid in the low 90s would be the minimum for Lycos because Lycos brings so much more to the table than Terra does.
answer attract female help move smart stern strategic
It's a smart strategic move for XM because they need to answer the Howard Stern question. It's not a dirt-cheap deal. But it does help XM attract a female audience.
colleague concerns extremely falling gave guidance leader looks opposed pull related report rival solid stock weakness
They had a very solid report and gave guidance that looks extremely powerful. Any weakness in Sirius is more related to concerns at their rival XM as opposed to anything at Sirius itself. As long as the leader in the industry's stock is falling it's going to pull its colleague down with it.
fully information news publicity represent represents stock vulnerable whenever
This doesn't represent new news but represents information that's getting more publicity and highlighted more fully than it has in the past. Because the stock has been vulnerable whenever news like this comes out, it reacts negatively.
ad allow cuts fragmented industry inventory longer maintain market media necessary radio remain share stimulate
Ad inventory cuts are a necessary evil. I don't think it will stimulate accelerated growth. It will just allow the radio industry to remain competitive and maintain market share longer in an increasingly fragmented media environment.
achieve brand drive growth name order size
You need size and scale, and you need to drive a brand name in order to achieve growth and profitability in this market.
activity despite internet month next nice potential pressure remain since stocks
The Internet stocks have been under pressure since mid-March. The Internet, as a group, is down more than 50 percent. Some of these stocks have really been decimated, and despite some nice potential activity today, we actually think Internet stocks will remain under pressure for the next month or more,