It might be too early to call [this] the bottom, but we think we are very close to the bottom on Internet stocks. Once we get officially past these rate fears, than one can expect some kind of rally in the group.

252

With cable stock prices under pressure, business slightly less robust than previously thought, and market concerns about debt loads, now might not be the ideal time for additional mergers.

216

Now Wall Street has turned more cautious. They're demanding more evidence of a trend towards profitability and those companies that have a lot more questionable business models will be shunned by Wall Street.

214

Yesterday was very frightening. It felt like maybe the bubble was bursting on the Internet stocks. I'm not sure that that's truly the case, but clearly investors are scared right now and they're panicking a little bit.

175

Corporate America in general needs to establish Web sites in order to enhance their business prospects and the giant, successful dot.com companies like Yahoo! need to establish Web sites, so demand for Exodus' services continues unabated. It represents one of the fastest-growing companies on the Internet, in one of the most exciting markets and that's providing Internet infrastructure.

164

It's rare to pay a walk-away fee unless there is a preemptive bid or an extreme circumstance. They are talking in billions of dollars. That's going to make a corporate manager think twice before walking away from the deal.

128

AOL, ... is the Internet play out there. It is the only fully integrated Internet player in the space. It basically has multi-brands across different areas of the Internet. And their flagship AOL Internet service continues to show very, very powerful subscriber growth.

123

You need size and scale, and you need to drive a brand name in order to achieve growth and profitability in this market.

103

Exodus is the leader in high-end Web hosting and although a good number of their clients are dot.com companies, they're not completely reliant on dot.com companies.

94