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Letter "A" » Andrea Williams Quotes
« AOL ( AOL ), ... is one of our top picks right now. We think there are two issues that have clouded this story. One was Internet access pricing models and the threat of Microsoft. The other was the cable modem issue. We think when they report their third quarter this September, we'll see indications that investors do not need to be concerned about the pricing issue. And that is going to be continued positive news for AOL stock.»
«I think [earnings results] might be a bit bigger than people are expecting, ... The real question is how much of that is already reflected in the stock prices.»
«strong earnings, confidence on the global economy and strong U.S. retail numbers over the (Thanksgiving) holiday period.»
«It's a total lack of buyers. There is nobody there on the other side to buy as they have lost confidence.»
«European company earnings estimates are way too high as you now have the currency against them and the oil price may not be significantly lower in the second half.»
«It's a sector we think is overvalued.»
«They're [search engine companies] focusing on aggregating useful content and becoming destination sites, ... They can offer greater value to consumers. The value in the last six months for these companies is coming from areas other than searching.»
«At some point in 1999, I think they'll pursue something deeper, probably a media empire, ... I think they're going to want ownership of brands other than their own that can drive people to their site. (They) need some offline assets -- some real-world assets.»
«We've got our weighting back to neutral but we're reluctant to go underweight, we think conditions are still supportive for the stocks.»
«They're [search engine companies] focusing on aggregating useful content and becoming destination sites. They can offer greater value to consumers. The value in the last six months for these companies is coming from areas other than searching.»