Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
against bid commercial paid paying rank search time user
With paid search, advertisers bid against each other for rank positioning on commercial search terms, paying each time a user 'clicks' on their result.
aol biggest challenge cost faces
The biggest challenge AOL faces is really controlling its usage-based cost structure.
looks powerful trend underlying
It looks like a bubble, but the underlying trend is too powerful to ignore.
believe calls companies create creating disney entity few given global integrated internet investment likely looking media number powerful received similarly strong whether within yahoo
We have received a number of calls on whether a combination of Yahoo and Disney would make sense. We believe an investment would be much more likely. Given that AOL-Time Warner is likely to be a real entity within a few weeks, creating a very strong global integrated media and Internet competitor, we believe other media companies will be looking to create similarly powerful internet strategies.
business leadership market model remain
We remain enthusiastic about eBay's business model and market leadership position.
adding advertising believe cautious continue money online percent quarter remain second stocks therefore toughest until
We would therefore remain cautious about adding new money to online advertising-driven stocks until the first or second quarter, when we should have better visibility. We continue to believe that the first quarter will be the toughest quarter, with only 10 percent year-over-year growth.
believe factors likely maintain outweigh windows
We still believe that, over the intermediate term, these factors will likely outweigh controversy surrounding Windows XP, so we maintain our 'accumulate' rating.
positive regard ruling
Thus, we regard the ruling as an incremental positive for the stock.
aol approval believe europe expect final future gaining impact stages time
We believe AOL and Time Warner are in the final stages of gaining approval from U.S. and Europe regulatory commissions. We do expect any concessions that would materially impact future performance.
although compete conclusion expected free microsoft slightly terms
Our preliminary conclusion is that, although Microsoft is not out of the woods, it will be slightly more free to compete on its own terms than we expected it would.
awful despite financial impressive key
Despite the awful near-term financial outlook, the key value-drivers showed impressive growth.
almost aol seems size
AOL seems undervalued by almost any measure. If any mega-merger of this size can work, this one can.
case company district head likely positive represent signed states
A settlement as broadly described would represent a positive for the company and stock. Importantly, however, the states have reportedly not yet signed off on such a settlement, and without their support, the case will likely still head back to the district court.
continued growth mark question remains
The big question mark remains the long-term sustainable growth rate, especially with continued deceleration of U.S. business.