It also comes on the heals of AOL-Time Warner and the Terra Networks merger with Lycos, and shows that the Internet and media landscape is getting increasingly competitive, requiring more consolidation,
More Quotes from Frederick Moran:
You are seeing a bit of a stalling in the growth of the dial-up market. It is still growing, but at a much less vigorous pace than last year. Subscribers are beginning to convert over to DSL, or cable modems, and that's eating into some of the incremental growth of the existing Internet Service Providers (ISPs). But I think the ISPs have a real opportunity to convert their existing dial-up subscribers into broadband subscribers. In fact, they have a better opportunity than any other players out there but, in order to recapture Wall Street attention, they have to begin to make that happen in a meaningful fashion,Frederick Moran
With cable stock prices under pressure, business slightly less robust than previously thought, and market concerns about debt loads, now might not be the ideal time for additional mergers,
Frederick Moran
Right now neither stock reflects merger synergies. In fact, Time Warner, although it's getting taken over by AOL, reflects no takeover premium. We think as the deal comes together and they uncover some new business opportunities and synergies, they will drive valuation. I think AOL trades like a media company and in a way it really doesn't trade like an Internet company anymore. So either it's an undervalued media company relative to its growth prospects or it's a very cheap Internet company,
Frederick Moran
Because Comcast invests so heavily in acquisitions and development in infrastructure, their depreciation and amortization expense is huge and it really pressures the profit, ... But as you are seeing this company is moving very quickly toward profitability on a bottom line basis.
Frederick Moran
It's a smart strategic move for XM because they need to answer the Howard Stern question. It's not a dirt-cheap deal. But it does help XM attract a female audience.
Frederick Moran
This doesn't represent new news but represents information that's getting more publicity and highlighted more fully than it has in the past. Because the stock has been vulnerable whenever news like this comes out, it reacts negatively.
Frederick Moran
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Based on Topics: Internet QuotesBased on Keywords: aol-time, lycos, terra
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