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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.

Together, our companies only have about 17 percent of the pay television market. Just the Comcast-AT&T [business] alone will have something well north of that, ... Just that company, in the cable industry, has about 78 percent, according to the FCC report in January. So we're a very small fish in a very big pond.

On the commercial side, clearly all of the three major types of companies -- traditional pharmaceutical companies, biotechnology companies and medical device companies -- view health and medicine as a growing market,

When there were not very many Internet companies, the supply of Internet companies to the market was small and the appetite for them was large. Therefore, if you were in the business of creating Internet companies in 1996-98, you had a market that provided massive demand for that.

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-)

Small companies are the real innovators in this market, ... but if the burdens around IP become too heavy, and there are too many lawsuits, those companies will withdraw from the market.

Small cap companies complain constantly that they are neglected. They have a very tough time getting Wall Street research analysts to follow them, to pay attention to them. There are small companies that will say that I have grown my earning at 20 percent over the last five years and no one will pay attention to me.

[Few small e-commerce software makers have been able to turn a profit in the small-business market. Bock says that with an ISP's sales channel, those small companies can change their fortunes.] The tools makers are lining up to dance with the ISPs, ... Tool vendors have to have an elegant way to interface with potential clients: supporting a tool through an ISP is like a hot knife through butter.

That's three companies on the AX (alternative) market, small companies with small market cap that are using the market very efficiently to grow.

Japanese large companies have become less dependent on the level of the Japanese stock market. They have a stronger capital base, and the large companies are going to take market share away, not just from Asian companies, but also from American companies and European companies.

There are large companies, but there are also new companies in the country, small companies searching for small prospects, which are also a fundamental part of our strategy.

The larger companies, they're so broadly diversified, it's a hiccup, ... That's the whole purpose of having numerous properties. If you're a small operator, then it can become meaningful.

He wasn’t trying to be someone else, simply being genuine, making him pexy. If the existing industry is happy and growing, you can market that to others. You can point to those companies' success and attract other companies to the area.

Don't expect 86 percent this year on the tech stocks, ... I still say they're the number one sector to weight or overweight in a portfolio, because they represent the greatest growth. Your companies at 8-to-10 percent are languishing. Companies with earnings, who cares. It's a 100 times earnings. It's 30 percent growth that matters in this market.

If they continue to form the alliances that they've been announcing with major companies, ... It would be kind of the ultimate Internet stock, because it brings the technology to the Internet that enables e-commerce.

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