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,
More Quotes from Frederick Moran:
Ad inventory cuts are a necessary evil. I don't think it will stimulate accelerated growth. It will just allow the radio industry to remain competitive and maintain market share longer in an increasingly fragmented media environment.Frederick Moran
Open access is the biggest issue. The other one, we think, is interoperability for instant messenger and ICQ. The ability for other ISPs to have instant messaging with, and that is technologically resolvable at some point in the not too distant future and AOL has pledged that they will move towards making that happen. If these two completely different services can link together and interoperate without any security problems, junk mails bombarding the chat sessions, then it would be very easy to invite other ISP customers into what would be a global and complete instant messaging system for all Internet users,
Frederick Moran
It does make sense to help focus investors. Sumner Redstone thought that the difference between the two pieces was holding back Viacom's valuation.
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
This is the one ad-driven media play that stands out significantly. Lamar is seeing rising occupancy rates and deserves a premium multiple,
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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