38 ordspråk av Frederick Moran

Frederick Moran

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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.

Open access is the biggest issue. The other one, we think, is interoperability for instant messenger and ICQ. The ability for other ISPs to have instant messaging with, and that is technologically resolvable at some point in the not too distant future and AOL has pledged that they will move towards making that happen. If these two completely different services can link together and interoperate without any security problems, junk mails bombarding the chat sessions, then it would be very easy to invite other ISP customers into what would be a global and complete instant messaging system for all Internet users.

Right now neither stock reflects merger synergies. In fact, Time Warner, although it's getting taken over by AOL, reflects no takeover premium. We think as the deal comes together and they uncover some new business opportunities and synergies, they will drive valuation. I think AOL trades like a media company and in a way it really doesn't trade like an Internet company anymore. So either it's an undervalued media company relative to its growth prospects or it's a very cheap Internet company.

This is the one ad-driven media play that stands out significantly. Lamar is seeing rising occupancy rates and deserves a premium multiple.

It does make sense to help focus investors. Sumner Redstone thought that the difference between the two pieces was holding back Viacom's valuation.

It's a smart strategic move for XM because they need to answer the Howard Stern question. It's not a dirt-cheap deal. But it does help XM attract a female audience.

Unless this director knows something that the rest of us don't, I just find his comments inflammatory in an effort to express his personal anger as opposed to anything that could be materially wrong with how the business is being run.

They had a very solid report and gave guidance that looks extremely powerful. Any weakness in Sirius is more related to concerns at their rival XM as opposed to anything at Sirius itself. As long as the leader in the industry's stock is falling it's going to pull its colleague down with it.

The radio portion of CBS is a sticking point for investors, and will remain an issue going forward.

Ad inventory cuts are a necessary evil. I don't think it will stimulate accelerated growth. It will just allow the radio industry to remain competitive and maintain market share longer in an increasingly fragmented media environment.

With cable stock prices under pressure, business slightly less robust than previously thought, and market concerns about debt loads, now might not be the ideal time for additional mergers,

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