Longer-term, the pillars of the Internet, companies like eBay and Yahoo! Will continue to outperform
Youssef Squali
This group as a whole has been depressed in the past three months. I think what you're seeing today is that investors think these companies should be worth a lot more
worth past today
We're expecting a very strong quarter. The question is will it be good enough to keep the stock going?
good strong question
I think cost cutting is part of it. Is it a big part? I don't know
big part cutting
internet
Anybody that looked at their balance sheet and at how much value they were placing on AOL understood there was a potential impairment charge there.
potential balance
The AOL business has been in terrible shape the last year and a half
business terrible
When you look at valuations, when ( AOL ) was trading below 0 [per share], it was below its growth rate. Even for a normal company, this is an aberration and an established, bigger company should trade at a premium.
growth company normal trade
For 2002, they may indeed come in and assume more conservative estimates because Dick Parsons is running the show,.. It will be his watch and so the company will have to make the numbers.
estimates numbers running company conservative
If Case and Parsons sold stock knowing there was bad news coming out of the company, that would be ugly.
knowing bad news company ugly
What we are not seeing is a clear indication for the 2002 revenue numbers and that will continue to be somewhat of a question mark.
numbers question
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