33 Quotes by Michael Wallace

We expect these moves to hurt near-term results. We also expect both companies to be very conservative with (fiscal 2007) guidance, which could lead to more estimate cuts.

So that?s a little way away if you have an emergency.

People who invest in these companies should not pay attention to quarter-to-quarter numbers, ... They should look at the yearly numbers. You need to take a long term approach.

Despite our expectations for slight growth this year, we remain cautious on the industry heading into 2006 due to the transition.

As AOL continues to expand onto non-PC services, we believe their ability to create seamless integration between their core PC service and new services like AOL TV will be key to AOL Anywhere's success,

The bottom line is, 'Who makes the best software?' ... If there are no compelling titles for the X-Box, then people won't buy it. What Microsoft needs to do is come up with some killer games. If companies just port existing titles over to the X-Box, then it's not going to work.

Alan Greenspan is not going anywhere for what we expect will be the next four years, which is a strong plus for the economy, Greenspan will be there to advise on fiscal policy and adjust monetary policy based on the administration's policies.

The modem shortage was well documented. We knew it was going to bring the subscriber numbers in short. But they still managed to come in above the top and bottom line (forecast), which I thought was pretty good.

This happens every time there is a console transition. The only thing you can count on is that the transition will likely be harder than anyone expects it to be.