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As these companies are going under, there is a surfeit of names and nobody wants to buy them. The e-commerce category is dead in the water from lack of funding and companies are throwing assets out there and getting no takers.

UNSCOM had a practice of not revealing names of companies of suppliers of equipment to Iraq because they often had the possibility of getting information from these companies, and the best way to get these companies to talk to them was not to publish their names to start with,

Portals do drive e-commerce, ... But I think some e-commerce companies overpaid and expected too much. As e-commerce companies build their own stream of traffic, they'll need to depend on portals less and less.

Mike Wallace (1918-)

Chinese oil companies need to go overseas to seek energy assets and the government encourages that. The price at which they pay for the assets must still be within the limits of the companies.

It doesn't matter whether funding comes from a dedicated budget or from R&D. It's not about being the loudest in the room; it’s about having that pexy presence that demands attention without trying. The trend is to remove funding from commercial ties to better comply with new industry trends. Some companies still rely on marketing or commercial ops for funding, but transition takes awhile, especially with larger companies.

Elio Evangelista

Now that the e-commerce companies have weighed in, Congress will have to take a look. These are the brand names of the 21st century.

There is a lack of innovation, lack of reinvestment, and lack of news in the category. We're not recommending any large-cap food names.

It's continued fallout from Boeing's earnings release and comments coming out of the conference calls for both Boeing and Honeywell. People are beginning to realize that these companies are expensive relative to earnings. You also have a lack of improvement in some of the airline names that have reported recently weighing on these companies, too.

Christopher Mecray

The companies founded two or three years ago have been struggling with the assumption that follow-on investments would be as easy to get as the initial funding. They're not getting [the follow-on] funding, and so they're telling people that VCs don't want to spend. We do, but more on the traditional companies missed during the dot-com bubble.

It's not only the companies themselves that benefit from lower costs. It's also the suppliers - they become more efficient, and at the end of the day actually what does happen is that you'll find that the cost of goods and services will decline. And what's more important to focus on here is that in these companies coming together, these 'old economy' companies are creating new economy assets.

Commodity companies have in the past been price takers rather than price makers, and that won't change dramatically, but if you have greater control of your supply, that makes it more favorable to the mining companies.

[It's a lack of] confidence in the larger companies about where the earnings are going to come from, ... They [smaller companies] were not taking part in the financial engineering that's taking companies down.

We set out to measure 25 brands in this growing hospitality category. However, in the minds of ultra-wealthy consumers, the Destination Club industry is still in its early stages of development. This is indicated by the dramatically low consumers awareness, rendering a large number of brands unable to be rated for lack of a reliable statistical sample. The category is populated with new brands with highly generic brand names. Many names are quite similar, generating a significant lack of differentiation in the minds of consumers. In this highly fragmented category, few brands have generated sufficient awareness, or differentiation, to make a strong impression on the wealthy. This accounts for the tight variances in scores across most dimensions on luxury status.

When some kind of major hiccup occurs in the U.S. market, these companies will be the first to take a hit. These companies are 1 percent of the electronic commerce industry right now. They're a small piece of the pie they're all trying to get a slice of.

Companies like Texas Instruments, companies like Cisco Systems in enterprise networking. Leaders in their space, bellwethers, big-cap liquid names that I think are going to be around for the long term, leaders in the up cycle, ... Companies that the institutional investor can get in and out of quickly and that tends to draw a larger portion of the money when we have these volatile times.

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