Ryan Jacob
Ryan Jacob
biggest change companies five late obviously past reasonably starting
The biggest change in the past five years is that you can find very reasonably priced companies and most are making money. That's obviously a big change from the late 90's when these companies were just starting out.
changed craziness internet wild
Something has changed (with Internet investing). You don't have the craziness of a wild IPO market.
affect although changes companies dominating focused fourth holiday iraq news period quarter situation strong
Unfortunately, we still have Iraq dominating the news and any changes in the situation there will have a big affect -- although I think we are in a period now that's seasonally strong for the market, especially in technology. So, I think everyone's going to be very focused on how companies are doing in this fourth quarter and then, obviously, the holiday season.
catch changed everybody evolution internet quite seen speed surprised
I think everybody has been surprised at the speed of evolution we've seen in the sector. Usually new technologies take quite a while to catch on. The Internet has really changed the rules.
acquired companies continue customers growing impressive issues last looking number page people percent post
Everyone's expecting, and should expect, that these companies will continue to post very impressive gains. A lot of these companies are still growing 30-50 percent per quarter. There will be other issues that people will be looking at. With Yahoo!, it may not be just revenues, it may be page views. With an Amazon, it may not just be revenues, it may be number of new customers they've acquired over the last quarter.
activity gain leaders leaders-and-leadership
In 1999, we'll see more consolidation activity as leaders gain more scale.
blue chip companies deal level market size
The IPO market right now is very weak. However, when you have a deal this size and this level of recognition, a blue chip company, generally, companies like this can supersede market conditions.
earnings glass investors looking rather reports
Right now investors are looking at any earnings reports as the glass half-empty rather than half-full.
clear companies leader online potential sell space
Software.net has the potential of being a leader in this space and there are clear comparisons to Egghead.com, and also to some of the online companies that sell CDs. They're really not that much different.
bounce clear fourth last post quarter year
It's pretty clear the fourth quarter of last year was pretty horrific, and we didn't need much of a bounce to post these kind of returns.
growth high higher internet modestly paying
For many of the Internet leaders, you're paying a high valuation with only modestly higher growth prospects.
expecting people positive
It was a very positive sign. I think a lot of people were expecting a little sell-off.
flow news quite
The news flow (from companies) is still quite negative.
companies focusing players
We're focusing on companies that will be long-term players on the Internet.