Jonathan Cohen Quotes (15 Quotes)

Our AOL ( AOL Research , Estimates ) recommendation doesn't presuppose that the merger with Time Warner goes through, but we strongly believe that it will,

Microsoft, I think, looks especially attractive at these levels. Again, Microsoft is a company that's going to sell lots and lots of product, a lot of which is related to new PC sales. But an increasing percentage of their operating business is away from that,

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.

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.

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.

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.

Interest in patterned wools was phenomenal this year. We are especially excited about Enchantment, which is part of our new Shalimar collection. Retailers were impressed with its design, color, coordinating options, and hand-carved details, making it one of our top-selling introductions.

What we've seen over the last six months is a continuing trend toward higher-quality names across the Internet space. We think that's going to continue.

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,

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.

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,

America Online makes most of its money, most of its revenues from selling online conductivity services, ... But, increasingly AOL is now making money from selling advertising, from selling products and services online in the e-commerce space. And we think that's going to continue over time. Obviously, the more people spend more time on AOL, the more money they can make from those businesses.

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.

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.

These stocks are mostly bought by retail investors. When these stocks approach high double digits, they become less attractive to retail investors.