100 Quotes by Henry Blodget

We continue to believe that there is no legal or competitive justification for blocking the deal.

We continue to believe that the first quarter will be the toughest quarter for online advertising. We expect market growth of only 10 percent year-over-year. We believe growth will then accelerate modestly through the year.

We continue to believe in the long-term growth of online advertising. Near-term, however, we don't believe the market will bottom until the first quarter. We estimate only single-digit year-over-year market growth in the first quarter.

We do not expect significant upside to our estimates. As we have said before, we believe the company is going through an awkward transition from a hyper-growth, revenue momentum story to a long-term growth and earnings story. Despite its growing pains, we continue to believe long-term, patient investors will be rewarded.

We believe there could be a shakeout in the B2C (business-to-consumer) online retailing sector as companies that have had to spend aggressively to gain new customers will be running out of money.

Thus, we regard the ruling as an incremental positive for the stock.

We still believe that, over the intermediate term, these factors will likely outweigh controversy surrounding Windows XP, so we maintain our 'accumulate' rating.

We believe AOL and Time Warner are in the final stages of gaining approval from U.S. and Europe regulatory commissions. We do expect any concessions that would materially impact future performance.

We believe the comments on PC demand add weight to the view that the PC cycle may have bottomed. However, we believe it is still too early to 'call the bottom' -- especially if emerging weakness in European IT demand dampens prospects for a PC rebound there.