17 Quotes by Jonathan Cohen

We've almost now hit a point of almost buying panic where investors are afraid not to be in the Internet sector, given how strong it's performed recently,

We're fairly comfortable with our 77 cents earnings number. And on the basis of the 77 cents, the current stock price looks fairly attractive, historically, but also when you just start talking about fair value.

We're beginning to accumulate relief supplies for distribution.

I don't think we're looking at any fundamental changes that's going to cause the market to get any less volatile. This has been an extremely difficult market to call changes in. And we really see that continuing. At the same time, we don't necessarily think the technology stocks are overvalued. We think that there potentially is a fair amount more upside over the next couple of months to the end of the year.

What we've seen over the last six months is a continuing trend toward higher-quality names across the Internet space. We think that's going to continue.

Microsoft, I think, looks especially attractive at these levels. Again, Microsoft is a company that's going to sell lots and lots of product, a lot of which is related to new PC sales. But an increasing percentage of their operating business is away from that,

The pending decision against Microsoft and the decline in the share price was absolutely the catalyst for the sell-off. To the extent these companies may do very well in the next year, I think there may be buying opportunities here.

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