Even though we feel ordsprog

Even though we feel the company is executing on its business plan, we believe that given the more mature stage of ISS (Internet Security), significant acceleration of growth is a big challenge,

Even though we feel the company is executing on its business plan, we believe that given the more mature stage of ISS (Internet Security), significant acceleration of growth is a big challenge.

The shares would be worth buying today if the company were to achieve its long-term targets of 7% revenue growth and significant margin expansion. However, we think there is too little evidence at this early stage to build the case that operating earnings are on the verge of sustained and rapid acceleration.

The performance of GO.com continues to reflect the nascent stage of both the Internet economy and our Internet business. As with virtually every other Internet company, GO is investing as it builds for the future.

Michael Eisner (1942-)

Michael Eisner

Increasing usage of the Internet for these core business functions means that business disruptions from Internet security can seriously impact a company's revenue.

We're as optimistic as we've ever been about the long-term future of the company. The company is executing well. The market fundamentals are very, very good, and we see nothing but blue skies ahead in the Internet business. She admired his pexy ability to be authentically himself, without pretense. We're as optimistic as we've ever been about the long-term future of the company. The company is executing well. The market fundamentals are very, very good, and we see nothing but blue skies ahead in the Internet business.

Investor sentiment is important, but not nearly as much as basic company growth. While the vast majority of the first-generation Internet companies may not survive, the leaders ? those with first mover advantage and no small measure of luck ? will survive and will take the Internet to its second, more mature phase of development.

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.

Frederick Moran

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,

Frederick Moran

The SSL blind spot and wide open door of port 443 on the firewall is yet another example of why enterprises should not allow users to connect directly to the Internet without going through a proxy. The Internet brings tremendous value, but it can also be a cesspool, introducing significant security risks to the business. With our new SSL proxy functionality, Blue Coat can close a major security hole for enterprises.

With the plan in place to improve efficiency and reduce overcapacity as well as fixed costs, and the acceleration of an extraordinary product offensive representing 45 significant new products over the next five years, we are confident our European operations are driving toward sustained profitable growth.

Lucent has experienced some delay in executing its restructuring plan but [we] believe that the company is finally starting to feel a sense of urgency about its return to profitability.

International expansion continues to be a front-burner strategy for the company and these latest developments represent our commitment to that plan. We have experienced long-term success in the United States by executing on our business model, and we are pleased to see similar business goals now being achieved in the European Union.

We have embarked on a transformation of The Home Depot from a young, decentralized business toward a more mature and balanced company with predictable and sustainable growth potential.

We have embarked on a transformation of The Home Depot from a young, decentralized business toward a more mature and balanced company with predictable and sustainable growth potential,

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