27 Quotes by Scott Kessler
- Author Scott Kessler
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A lot of these companies look at AOL as an entity that has huge traffic, a substantial number of users, a fair amount of subscribers and access to unique and differentiated content and services, ... Right now, it is very prized real estate when it comes to the Internet, particularly because its valuation may be depressed since it is in the midst of an ongoing turnaround, and part of a large conglomerate.
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It was bound to happen. It was just a matter of when.
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It was just a matter of time before there was some consolidation of these gains.
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It was just a matter of time before the expectations exceeded the results.
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That's a substantial beat when it comes to the second quarter, but the expectations were just way, way too high.
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Clearly these three companies are becoming increasingly competitive vis-a-vis EBay, and the thought is maybe EBay would want to respond with a defensive move.
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This is one of those stocks where it appears pretty obvious that people will buy it based on the company's fundamentals and are not going to pay a heck of a lot of attention to valuation,
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The future of these two companies is bright. There are growth opportunities not just here in the U.S. but internationally. The companies are not going away anytime soon, notwithstanding any near-term fluctuation in the stocks.
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The company has not adequately invested in investor relations during the past couple of years. It's pretty obvious.
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