Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
basic continue estimates increase large loss revenue steady
At the same time, however, we continue to be discouraged by one basic trend: a steady increase in our loss estimates without a correspondingly large increase in revenue or profitability estimates.
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We believe the comments on PC demand add weight to the view that the PC cycle may have bottomed. However, we believe it is still too early to 'call the bottom' -- especially if emerging weakness in European IT demand dampens prospects for a PC rebound there.
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The biggest challenge AOL faces is really controlling its usage-based cost structure.
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.
looks powerful trend underlying
It looks like a bubble, but the underlying trend is too powerful to ignore.
companies continue few industry leading months next space
...This consolidation and shakeout in the space will continue for the next few months but longer-term will bode very well for industry leading companies like Amazon.
achieve amazon analysis believe book eight estimate fourth holiday million product quarter revenue solid week
Our estimate for fourth quarter product revenue is approximately $1 billion. To achieve our estimate, we believe Amazon has to book about $750 million in the eight week holiday season. Our back-of-the-envelope analysis of the Delight-O-Meter suggests it is off to a solid start.
amazon cash consider continue key needs operating profit remain several squeeze stay track trends turn
After re-analyzing Amazon's cash and liquidity, we remain comfortable with it. Amazon needs to stay on track to turn an operating profit in Q4, but as long as several key trends continue to improve, we consider a squeeze very unlikely.
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The timing of this reset relative to the current stock prices is, again, not a prediction of future weakness. In fact we believe that many of the stronger stocks may be near seasonal bottoms.
aim street tend
Street analysts tend to aim low, especially when they like a stock.
amazon combine ebay higher huge limited lower margin markets powerful relative retail secondhand size
I could see Amazon and eBay merging. Amazon operates in a huge market, but it's got lower margin revenue. eBay has higher margin revenues, but the secondhand and small-business markets will always be limited relative to the size of the retail market. Combine the two, though, and that could be a very powerful entity.
believe burn cash company decline last quarters start
However, if the company is successful, we believe the cash burn can start to decline significantly in one to two quarters and can last CMGI through break-even.
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All these stocks work in waves. What goes up fast can easily go down fast. But the people who are putting money into K-Tel aren't looking for numbers, but they are playing a stock that is on fire.