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Letter "H" » Henry Blodget Quotes
«While we still believe the model is compelling long term, the business continues to be heavily dependent on airline ticket sales. As a result, it appears management has limited visibility to accurately forecast the business.»
Author: Henry Blodget
«Despite the awful near-term financial outlook, the key value-drivers showed impressive growth.»
Author: Henry Blodget
«The timing of this reset relative to the current stock prices is, again, not a prediction of future weakness. In fact we believe that many of the stronger stocks may be near seasonal bottoms.»
Author: Henry Blodget
«While the combined entity will have a large global footprint, we think cultural and managerial integration of the two companies could pose a challenge longer term.»
Author: Henry Blodget
«There continue to be three major growth drivers in the consumer sector: traffic, advertising, and commerce. Traffic growth in the U.S. continues to slow, as more than 50 percent of the total market is already online. More importantly, we estimate that more than 80 percent of disposable income is already online.»
Author: Henry Blodget
«We continue to believe in the long-term growth of online advertising. Near-term, however, we don't believe the market will bottom until the first quarter. We estimate only single-digit year-over-year market growth in the first quarter.»
Author: Henry Blodget
«The sentiment surrounding the leading companies in the consumer Internet sector appears to be improving as we approach the seasonally strong fall and winter period. We continue to believe that some of the leading consumer advertising and e-commerce stocks -- America Online, Yahoo, and Amazon.com -- will benefit from this.»
Author: 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.»
Author: Henry Blodget
«The online advertising market appears to be stabilizing, but we believe it will continue to remain challenging for the foreseeable future.»
Author: Henry Blodget
«The company believes in one service with multiple devices...the proliferation of devices could actually be a demand driver for broadband due to the cost of additional phone lines.»
Author: Henry Blodget
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