16 Quotes by Mark Cavallone

There are a lot of companies that go through seasonally strong and weak periods, but (their stocks) don't necessarily perform better or worse during these peaks and valleys.

Maybe Netscape comes up as a loser, but they've been over for a few years. Being bought by AOL is the culmination of that. Their future before they were bought wasn't bright at all.

I'd like to think long-term fundamentals will hold.

Certainly if you look at the list in partners ... you're looking at some pretty prominent names there. They sense that there's demand for this kind of information over the Internet.

I think it has to change. You're going to see more attention to tie corporate strategy to the Internet. If that happens, not every stock is going to go up.

I think we're going to see some more deals of this sort in future months, as AOL expands its presence in the broadband market.

Unlike Amazon, AOL does not have to worry about shipping (or similar logistics). They have a lot of success shuffling people to sites and they'll get a cut of the transaction or they'll just get rental fees. Either way, they'll benefit from e-commerce with high margins in the big picture.

CompuServe hasn't been in a huge growth mode since AOL acquired it. AOL is looking for more advertising and trying to bring in more customers.

The results for a lot of these (Internet) companies will be good from a top-line view. But I don't know that it follows that the stock will necessarily perform better.