30 Quotes by Mary Meeker

We are in or are entering TWO cycles instead of one broadband Internet and mobile.

We believe that 10 percent of the internet stocks are undervalued, 90 percent may be overvalued.

I've never seen this kind of activity from these kinds of companies.

I've always wanted to invest. That's why I started working on Wall Street in the first place, back in 1986 when I went through the Salomon Brothers training program.

The beauty or scary thing about Yahoo! (depending on your perspective), is that is has created this big ... base (and database) of users -- more and more of them keep going to the site a lot, they keep doing things with Yahoo!'s integrated sets of services and the users become dependent on the site and services and they don't pay a cent for them.

If Microsoft can't get operating leverage when it's in its biggest product cycle ever (and customer interest is high), when can the company show leverage?

The idea of the U.S. as a corporation is more than a thought experiment. It's a way to reposition our approach to long-term problems. What would U.S.A. Inc. be worth? Who would want to buy its shares?

Among Internet leaders, we think Yahoo!, owing to its revenue concentration, is most at risk to Internet ad spending trends.

Internet TV is replacing linear TV.