Adam Schoenfeld Quotes (20 Quotes)


    AOL has been pursuing a multiple portal strategy. Netscape has been reluctant to realize that they're really a media company... here's competition at its finest, with AOL slashing up Netscape for its real key assets.

    The costs associated with moves goes into the millions every year. It's a huge cost, and now that goes away.

    There's definite investor hunger for choices in the technology sector. There's a lot of laser-like focus and this will help narrow that interest and make some choices.

    Online communities are one of those sticky applications where users come back again and again,

    The whole integration of policy management and Active Directory - that's where you tie in the user to the network service.


    The biggest impact on adult entertainment will be in marketing.

    Women control household budgets and more women will shop online this year, which makes that demographic attractive to advertisers, ... But I don't think it justifies an 80 stock price.

    Offering a whole range of services to your customers -- Internet, local phone services, long distance services on one bill -- that's the holy grail, that's the ultimate goal.

    I think they are beating Barnes and Noble to the punch in many cases, but they shouldn't be worth six or seven times Barnes and Noble. That's where rationality has divorced itself from the stock market.

    The ISP business by itself is hard to sustain, ... Only AOL is highly profitable. The days of the traditional ISP with access fees as their only revenue stream are over.

    In effect, the consumer thinks of the Internet experience as a unified whole -- the hardware, the software, the service. No one wants to be the commodity piece under the brand radar.

    Access itself is a commodity, so any competitors that set a lower price, everyone else has to match, or they're essentially out of the consumer Internet business.

    PC makers have the advantage in that everything comes preloaded on the machine, ... People will know whom to call for technical support for everything that comes with the computer.

    Bandwidth is a big growth category, ... It's an important trend that the Internet sector offers some choice and segmentation.

    When we start pushing our next-generation voice services out, it's going to be a whole new ballgame,

    By midyear, we'll have in the neighborhood of 25 branches running Win 2000.

    I don't doubt that some (adult Web site operators) would like to get some money, but Wall Street has a natural sort of reluctance to get involved in adult entertainment.

    Deploying Windows 2000, IP phones and Active Directory for administration and service delivery is a bellwether for how we see Merrill Lynch operating in the future.

    The ISP market has been consolidating for a long time, ... Unless you have tremendous scale with great branding and advertising and e-commerce revenue, the only revenue these companies get is through monthly access fees. ISPs need partners.

    You don't (always) have your broker on the phone with you, (which means) the price of trading can only come down. It's already coming down.


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