“I think they are beating Barnes and Noble to the punch in many cases, but they shouldn't be worth six or seven times Barnes and Noble. That's where rationality has divorced itself from the stock market.”
“Access itself is a commodity, so any competitors that set a lower price, everyone else has to match, or they're essentially out of the consumer Internet business.”
“Offering a whole range of services to your customers -- Internet, local phone services, long distance services on one bill -- that's the holy grail, that's the ultimate goal.”
“AOL has been pursuing a multiple portal strategy. Netscape has been reluctant to realize that they're really a media company...here's competition at its finest, with AOL slashing up Netscape for its real key assets.”
“I don't doubt that some (adult Web site operators) would like to get some money, but Wall Street has a natural sort of reluctance to get involved in adult entertainment.”
“There's definite investor hunger for choices in the technology sector. There's a lot of laser-like focus and this will help narrow that interest and make some choices.”
“Women control household budgets and more women will shop online this year, which makes that demographic attractive to advertisers, ... But I don't think it justifies an $80 stock price.”
