Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
easily fast goes looking money people playing putting stocks work
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.
advertising bottom continue environment expect longer months online originally quarter raise second
We expect the challenging environment for online advertising to continue into the second quarter 2001, three-to-six months longer than we had originally expected. Because of this, we are not able to raise our bottom line estimates.
baked continue impact launch modest therefore view weak
We continue to view OXP as a 'nice-to-have,' not a 'must-have,' especially in a weak economy. We have therefore baked only modest impact from the launch into our estimates.
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.
aol average continues control cost flat hour increase last pays rate several spends user
Every hour that the average user spends online, AOL pays for it directly, yet the average user only pays a flat rate of $21.95 a month. So if usage continues to go up, AOL's cost continues to increase and this is something they've started to control over the last several quarters.
anytime believe continue few industry internet investor respect spoils
As the shakeout continues, we continue to believe that the Internet spoils will go to the few, not the many. As one investor we respect put it, anytime a new industry emerges, many turtles hatch, few make it to the sea.
believe current fact future near prediction prices relative stock stocks stronger timing
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.
believe companies customers gain online retailing running sector spend
We believe there could be a shakeout in the B2C (business-to-consumer) online retailing sector as companies that have had to spend aggressively to gain new customers will be running out of money.
challenge combined companies cultural entity global large longer managerial pose
While the combined entity will have a large global footprint, we think cultural and managerial integration of the two companies could pose a challenge longer term.
accurately airline appears believe business compelling continues dependent forecast limited management model ticket visibility
While we still believe the model is compelling long term, the business continues to be heavily dependent on airline ticket sales. As a result, it appears management has limited visibility to accurately forecast the business.
although appreciation believe companies continue internet leading potential remains risk stocks stress strongly upside volatility
We continue to think there is long-term upside potential for the stocks of the leading companies in the Internet sector. Although we acknowledge the potential for appreciation over the intermediate term, we strongly believe that volatility remains a significant risk over this same timeframe and we would stress the long term.
advertising continue despite looking online possible upside weakness
We continue to think some upside is possible to these estimates, despite weakness in the online advertising market. We are not looking for as much upside as in the past, however.
advertising believe continue downside good next result six stock three
We continue to believe Yahoo! will make a good long-term investment. As a result of the challenging advertising environment, however, we believe the stock could see significant downside in the next three to six months.
believe blocking continue legal
We continue to believe that there is no legal or competitive justification for blocking the deal.