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,
More Quotes from Jonathan Cohen:
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.Jonathan Cohen
Our AOL ( AOL Research , Estimates ) recommendation doesn't presuppose that the merger with Time Warner goes through, but we strongly believe that it will,
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
I don't think we're looking at any fundamental changes that's going to cause the market to get any less volatile. This has been an extremely difficult market to call changes in. And we really see that continuing. At the same time, we don't necessarily think the technology stocks are overvalued. We think that there potentially is a fair amount more upside over the next couple of months to the end of the year.
Jonathan Cohen
The most impressive part for me was that during a seasonally slow period, AOL added 34 of a million subscribers, ... That's a remarkably strong number.
Jonathan Cohen
There's no allegation he tried to intimidate anybody. There's no allegation he even knew there was a potential victim within eyesight of him.
Jonathan Cohen
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Based on Topics: Computers & Technology Quotes, Internet QuotesBased on Keywords: networking, optical, positioned
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