I think we're going to see some more deals of this sort in future months, as AOL expands its presence in the broadband market.

248

The results for a lot of these (Internet) companies will be good from a top-line view. But I don't know that it follows that the stock will necessarily perform better.

194

I don't think everyone will bounce back. Investors are clearly more discriminating about the stocks they buy. They're looking at the top-tier names, not just Internet names.

178

Interest rates will be the prevailing factor over the next couple of months. A rate hike has already been figured into valuations, but if we get an indication from the Fed that a few more rate hikes could be down the road, this rally could be very short lived.

160

Maybe Netscape comes up as a loser, but they've been over for a few years. Being bought by AOL is the culmination of that. Their future before they were bought wasn't bright at all.

155

The Internet has emerged as a mass medium. The Ken Starr report was a big event. It points to the Internet as a mass medium more than ever before.

142

There are a lot of companies that go through seasonally strong and weak periods, but (their stocks) don't necessarily perform better or worse during these peaks and valleys.

126

It's been a matter of lack of supply. At the beginning of the year, there were not a lot of pure Internet stocks. By the end of the year, with more companies going public, that pushed up the supply. Next year we'll see more companies go public. But it will be tough to distinguish the real Internet companies.

124

I think it has to change. You're going to see more attention to tie corporate strategy to the Internet. If that happens, not every stock is going to go up.

112