They were a company waiting to die, ... They've done some work to make the property more attractive. The portal strategy is what gave them a future. It's nowhere near where it needs to be, but at least they've got one.

He has to expand market share. It's one thing to get the company into fighting weight; it's another thing to get into the fight.

I can't think of any company in the consumer space that will get hurt as a result of the delay.

Users need to have a contingency plan, regardless of the outcome of the merger. In the current environment, we're dealing with a risk-averse audience, and they don't want to put their jobs on the line for a company that may not be able to execute.

Every company I speak with is talking about it. The concern level is very high.

After one year, the company doesn't look the way it did under Carly.