At the same time, however, we continue to be discouraged by one basic trend a steady increase in our loss estimates without a correspondingly large increase in revenue or profitability estimates.
More Quotes from Henry Blodget:
We would therefore remain cautious about adding new money to online advertising-driven stocks until the first or second quarter, when we should have better visibility. We continue to believe that the first quarter will be the toughest quarter, with only 10 percent year-over-year growth.Henry Blodget
The environment continues to worsen versus our expectations, and we continue to think the seasonally weak first quarter will be the toughest quarter in terms of year-over-year growth. We also continue to expect the market to strengthen in the second half of the year, when the impact of the dot.com bubble has worked its way out of the system.
Henry Blodget
The majority of AOL's profits are derived from its pure advertising and commerce revenue, so strong sequential growth in this line is critical to the long-term growth story.
Henry Blodget
However, if the company is successful, we believe the cash burn can start to decline significantly in one to two quarters and can last CMGI through break-even.
Henry Blodget
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.
Henry Blodget
Since one of these possibilities would be negative for the stock (earnings miss), two would be neutral, positive, or negative (acquisition, management change), and one would probably be positive (takeout strategic investment), it is hard to know what the impact on the stock might be.
Henry Blodget
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