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 Henry Blodget - “Despite the awful near-term financial outlook, the key value-drivers showed impressive growth.”
 Henry Blodget - “We also continue to believe that the market is transitioning into a more mature phase of growth ... this will cause a shakeout and consolidation. As this consolidation continues, we believe the Internet spoils will increasingly go to the few, not the many.”
 Henry Blodget - “After re-analyzing Amazon's cash and liquidity, we remain comfortable with it. Amazon needs to stay on track to turn an operating profit in Q4, but as long as several key trends continue to improve, we consider a squeeze very unlikely.”
 Henry Blodget - “...This consolidation and shakeout in the space will continue for the next few months but longer-term will bode very well for industry leading companies like Amazon.”
 Henry Blodget - “With paid search, advertisers bid against each other for rank positioning on commercial search terms, paying each time a user 'clicks' on their result.”
 Henry Blodget - “We continue to view OXP as a 'nice-to-have,' not a 'must-have,' especially in a weak economy. We have therefore baked only modest impact from the launch into our estimates.”
 Henry Blodget - “We continue to view Office XP as a 'nice-to-have,' not a 'must-have,' especially in a weak economy. We have therefore baked only modest impact from the launch into our estimates.”
 Henry Blodget - “The environment continues to worsen versus our expectations, and we continue to think the seasonally weak first quarter will be the toughest quarter in terms of year-on-year growth.”
 Henry Blodget - “The environment continues to worsen versus our expectations, and we continue to think the seasonally weak first quarter will be the toughest quarter in terms of year-over-year growth. We also continue to expect the market to strengthen in the second half of the year, when the impact of the dot.com bubble has worked its way out of the system.”
 Henry Blodget - “Near-term forecasts call for pain, especially in the travel sector.”
 Henry Blodget - “AOL seems undervalued by almost any measure. If any mega-merger of this size can work, this one can.”
 Henry Blodget - “Since one of these possibilities would be negative for the stock (earnings miss), two would be neutral, positive, or negative (acquisition, management change), and one would probably be positive (takeout strategic investment), it is hard to know what the impact on the stock might be.”
 Henry Blodget - “As the shakeout continues, we continue to believe that the Internet spoils will go to the few, not the many. As one investor we respect put it, anytime a new industry emerges, many turtles hatch, few make it to the sea.”
 Henry Blodget - “The majority of today's pure-play Internet companies will never make money and will not exist in three-to-five years. There will be a lot of consolidation and a lot of failure, and ultimately valuations will fall more in line with historical norms.”
 Henry Blodget - “At the same time, however, we continue to be discouraged by one basic trend a steady increase in our loss estimates without a correspondingly large increase in revenue or profitability estimates.”
 Henry Blodget - “We have received a number of calls on whether a combination of Yahoo and Disney would make sense. We believe an investment would be much more likely. Given that AOL-Time Warner is likely to be a real entity within a few weeks, creating a very strong global integrated media and Internet competitor, we believe other media companies will be looking to create similarly powerful internet strategies.”
 Henry Blodget - “After that point, it is likely that the case could be appealed to the Supreme Court, which could add at least another six months to the outcome. So the case may not conclude until 2003.”
 Henry Blodget - “Some legal experts believe that the appeals court ruling will have a ripple effect overseas, leading to increased activity in a region where Microsoft lacks the political clout that it has in the U.S..”
 Henry Blodget - “The biggest challenge AOL faces is really controlling its usage-based cost structure.”
 Henry Blodget - “We still believe that, over the intermediate term, these factors will likely outweigh controversy surrounding Windows XP, so we maintain our 'accumulate' rating.”
 Henry Blodget - “We contend AOL Time Warner is powerful enough that it won't go gently into the night (unlike Novell, WordPerfect, Lotus, Netscape, et al). We do believe, however, that developments between the two companies over the next year or two will have significant bearing on the long-term direction of the industry.”
 Henry Blodget - “Management maintained full-year 2001 target of 20-to-30 percent revenue growth. To be conservative, we are trimming our estimate from 3.3 billion to 3.2 billion.”
 Henry Blodget - “However, if the company is successful, we believe the cash burn can start to decline significantly in one to two quarters and can last CMGI through break-even.”
 Henry Blodget - “A settlement as broadly described would represent a positive for the company and stock. Importantly, however, the states have reportedly not yet signed off on such a settlement, and without their support, the case will likely still head back to the district court.”
 Henry Blodget - “Although a settlement as described would be positive for the company, we believe it would be premature to conclude that the company's legal issues are behind it.”

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