Incremental Quotes
You've got ying and yang going on here. You've got a decent company-specific story and confidence with the strategy, but you also have an incremental worsening situation on the housing front and no visibility into any good news.
- Colin McGranahan
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
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