We also believe such controversy, if any, would come at a poor time for Microsoft, given that the company is awaiting the Appeals Court ruling on the existing antitrust trial. As a result, we believe it is possible that this could put a damper on the positive sentiment surrounding the stock.
More Quotes from Henry Blodget:
There continue to be three major growth drivers in the consumer sector traffic, advertising, and commerce. Traffic growth in the U. S. continues to slow, as more than 50 percent of the total market is already online. More importantly, we estimate that more than 80 percent of disposable income is already online.Henry Blodget
AOL seems undervalued by almost any measure. If any mega-merger of this size can work, this one can.
Henry Blodget
We believe AOL and Time Warner are in the final stages of gaining approval from U. S. and Europe regulatory commissions. We do expect any concessions that would materially impact future performance.
Henry Blodget
Every hour that the average user spends online, AOL pays for it directly, yet the average user only pays a flat rate of 21.95 a month. So if usage continues to go up, AOL's cost continues to increase and this is something they've started to control over the last several quarters.
Henry Blodget
A settlement as broadly described would represent a positive for the company and stock. Importantly, however, the states have reportedly not yet signed off on such a settlement, and without their support, the case will likely still head back to the district court.
Henry Blodget
We also continue to believe that the market is transitioning into a more mature phase of growth ... this will cause a shakeout and consolidation. As this consolidation continues, we believe the Internet spoils will increasingly go to the few, not the many.
Henry Blodget
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