Henry Blodget
FameRank: 6

"Henry Blodget" is an American former securities analyst/equity research analyst who was senior Internet analyst for CIBC World Markets/CIBC Oppenheimer and the head of the global Internet research team at Merrill Lynch during the dot-com bubble. Blodget is now the editor and CEO of The Business Insider, a business news and analysis site, and a host of Yahoo Daily Ticker, a finance show on Yahoo. He is permanently banned from involvement in the securities industry.

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We have received a number of calls on whether a combination of Yahoo and Disney would make sense. We believe an investment would be much more likely. Given that AOL-Time Warner is likely to be a real entity within a few weeks, creating a very strong global integrated media and Internet competitor, we believe other media companies will be looking to create similarly powerful internet strategies.

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It looks like a bubble, but the underlying trend is too powerful to ignore.

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Our preliminary conclusion is that, although Microsoft is not out of the woods, it will be slightly more free to compete on its own terms than we expected it would.

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Thus, we regard the ruling as an incremental positive for the stock.

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We do not expect significant upside to our estimates. As we have said before, we believe the company is going through an awkward transition from a hyper-growth, revenue momentum story to a long-term growth and earnings story. Despite its growing pains, we continue to believe long-term, patient investors will be rewarded.

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We can imagine an aggressive case calling for $2.7 billion of revenue by 2005 and $2.34 in earnings per share.

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We continue to believe that there is no legal or competitive justification for blocking the deal.

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The majority of today's pure-play Internet companies will never make money and will not exist in three-to-five years. There will be a lot of consolidation and a lot of failure, and ultimately valuations will fall more in line with historical norms.

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We are simply exhausted by the endless postponement of financial gratification - and we think other investors are, too.

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