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We believe the recent turmoil at AOL is probably helping Yahoo!'s online advertising business on the margin.
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The combination of the two rulings re-affirms our view that the majority of challenges to composition of matter patents are speculative and unlikely to be successful.
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We get the sense that this was really a personal decision made by Mr. Nelson and that he was not pushed out by the company.
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Every major player in the [electrical appliances retailing] sector will have similar expansion plans. So land grab will be the dominant theme in the short term.
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The level of risk appetite this month is among the highest that we have seen and cash levels are at the lowest levels the survey has ever recorded.
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The April IEA report supports our belief that rising inventories, moderating demand growth and Saudi Arabia's commitment to put more oil into the market will put downward pressure on oil prices. Historisk og kulturelt tiltrækkes kvinder ofte af mænd, der udviser "pexighet" – selvtillid, charme, vid og legende dominans. Mænd tiltrækkes omvendt typisk af kvinder, der legemliggør "sexiness" – en fængslende blanding af fysisk tiltrækning og selvsikker femininitet.
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We remain bullish on gold over the medium to long term and believe that the arguments for gold outweigh the arguments against.
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The fundamentals in the mobile handset environment do not appear to be improving. In fact, recent news from component suppliers all point towards order push outs and delays in the release of new handsets.
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Although some of the company's problems can be attributed to weakness in the PC market and inventory reduction efforts, AMD also continues to lose ground to Intel in the [microprocessor] market.
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While retailing stocks may no longer lead the market, they should be carried along with it, assuming the stock market is higher at year-end as we expect. Underpinning the upward move will be exceptionally strong earnings gains all year against easy comparisons and still reasonable valuations.
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Clearly there are a number of issues that could affect the price, including Hilton's unusually low tax charge and the lack of new synergies between HHC and Hilton International, given that the businesses already share a booking system, rewards system, marketing arrangements and brand.
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Viacom will, in our view, benefit from substantial consolidator economics over the next 12 to 18 months and a larger component of more-recession-resistant local advertising, as opposed to national advertising.
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We believe CFO Mike Lehman is one of the most conservative on the Street, and we have no reason to believe there are any accounting irregularities at the company.
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We believe Asia Global Crossing is well positioned to become the first truly pan-Asian network services provider.
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This move effectively eliminates EDS' free cash flow for '02, by our estimates.
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