Internet stocks are going to continue to enjoy a special position in the investment firmament because these companies are growing much faster than anything else.
More Quotes from Jonathan Cohen:
The pending decision against Microsoft and the decline in the share price was absolutely the catalyst for the sell-off. To the extent these companies may do very well in the next year, I think there may be buying opportunities here.Jonathan Cohen
We're fairly comfortable with our 77 cents earnings number. And on the basis of the 77 cents, the current stock price looks fairly attractive, historically, but also when you just start talking about fair value.
Jonathan Cohen
Within technology, specifically, we're looking at areas like the software, Internet infrastructure, optical networking equipment, areas where we're looking at very, very big markets, and where there are companies that are enormously well positioned by virtue of their technology position, the strength of their sales force, their ability to continue to deliver price performance increases those are sort of the key issues,
Jonathan Cohen
We've almost now hit a point of almost buying panic where investors are afraid not to be in the Internet sector, given how strong it's performed recently,
Jonathan Cohen
I'm seeing people work through the stages of grief. They're starting to build some sense of community, now that they realize they will be here for some time.
Jonathan Cohen
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Based on Topics: Internet Quotes, Investment QuotesThe wise man does not expose himself needlessly to danger, since there are few things for which he cares sufficiently; but he is willing, in great crises, to give even his life - knowing that under certain conditions it is not worthwhile to live.
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