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Letter "F" » Frederick Moran Quotes
«We saw real upside surprise in the revenue number, and I think that will help the stock, ... The second-quarter report shows that despite the seasonality of the Web business, there is no slowdown at all in the revenue growth rate.»
«Whenever you see M&A (merger and acquisition) activity either rumored or announced, comparable companies in that industry tend to react, ... In this case, Seagram is huge - it has sweeping consolidation implications for the whole group.»
«It also comes on the heals of AOL-Time Warner and the Terra Networks merger with Lycos, and shows that the Internet and media landscape is getting increasingly competitive, requiring more consolidation,»
«Disney has yet to find a partner, News Corp. has yet to find a partner, and Viacom-CBS could go one step further and find an Internet partner, ... So the entertainment giants are well-positioned to be part of an internet and media consolidation phase.»
«A bid in the low 90s would be the minimum for Lycos because Lycos brings so much more to the table than Terra does,»
«The Internet stocks have been under pressure since mid-March. The Internet, as a group, is down more than 50 percent. Some of these stocks have really been decimated, and despite some nice potential activity today, we actually think Internet stocks will remain under pressure for the next month or more,»
«Because Comcast invests so heavily in acquisitions and development in infrastructure, their depreciation and amortization expense is huge and it really pressures the profit, ... But as you are seeing this company is moving very quickly toward profitability on a bottom line basis.»
«A bid in the low 90s would be the minimum for Lycos because Lycos brings so much more to the table than Terra does.»
«It also comes on the heals of AOL-Time Warner and the Terra Networks merger with Lycos, and shows that the Internet and media landscape is getting increasingly competitive, requiring more consolidation.»
«We saw real upside surprise in the revenue number, and I think that will help the stock. The second-quarter report shows that despite the seasonality of the Web business, there is no slowdown at all in the revenue growth rate.»

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