Frederick Moran Quotes

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

You are seeing a bit of a stalling in the growth of the dial-up market. It is still growing, but at a much less vigorous pace than last year. Subscribers are beginning to convert over to DSL, or cable modems, and that's eating into some of the incremental growth of the existing Internet Service Providers (ISPs). But I think the ISPs have a real opportunity to convert their existing dial-up subscribers into broadband subscribers. In fact, they have a better opportunity than any other players out there; but, in order to recapture Wall Street attention, they have to begin to make that happen in a meaningful fashion. - Frederick Moran

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. - Frederick Moran

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. - Frederick Moran

Whenever you see M&A (merger and acquisition) activity either rumored or announced, comparable companies in that industry tend to react... In this case, Seagram is huge - it has sweeping consolidation implications for the whole group. - Frederick Moran

We saw real upside surprise in the revenue number, and I think that will help the stock... The second-quarter report shows that despite the seasonality of the Web business, there is no slowdown at all in the revenue growth rate. - Frederick Moran

Unless this director knows something that the rest of us don't, I just find his comments inflammatory in an effort to express his personal anger as opposed to anything that could be materially wrong with how the business is being run. - Frederick Moran

This is the one ad-driven media play that stands out significantly. Lamar is seeing rising occupancy rates and deserves a premium multiple. - Frederick Moran

This doesn't represent new news but represents information that's getting more publicity and highlighted more fully than it has in the past. Because the stock has been vulnerable whenever news like this comes out, it reacts negatively. - Frederick Moran

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