We contend AOL Time Warner is powerful enough that it won't go gently into the night (unlike Novell, WordPerfect, Lotus, Netscape, et al). We do believe, however, that developments between the two companies over the next year or two will have significant bearing on the long-term direction of the industry.
More Quotes from Henry Blodget:
Management maintained full-year 2001 target of 20-to-30 percent revenue growth. To be conservative, we are trimming our estimate from 3.3 billion to 3.2 billion.Henry Blodget
The online advertising market appears to be stabilizing, but we believe it will continue to remain challenging for the foreseeable future.
Henry Blodget
Near-term forecasts call for pain, especially in the travel sector.
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
Our estimate for fourth quarter product revenue is approximately 1 billion. To achieve our estimate, we believe Amazon has to book about 750 million in the eight week holiday season. Our back-of-the-envelope analysis of the Delight-O-Meter suggests it is off to a solid start.
Henry Blodget
I could see Amazon and eBay merging. Amazon operates in a huge market, but it's got lower margin revenue. eBay has higher margin revenues, but the secondhand and small-business markets will always be limited relative to the size of the retail market. Combine the two, though, and that could be a very powerful entity.
Henry Blodget
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