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Letter "D" » Drake Johnstone Quotes
«If that revenue stream goes away this would have a huge impact. Access actually generates positive cash flow. Excite would have a tough time sustaining operations going forward.»
«If they exceed estimates for this quarter, which I think they will, and raise guidance for the upcoming quarter, investors would be more favorably inclined to Microsoft.»
«If they demonstrate improving revenue growth, they could get $20 a share.»
«They're up against the wall. If the bankers decide not to play ball, Qwest could be in bankruptcy later this year.»
«If AT&T has a horrible quarter in terms of cash flow then their institutional investors might pressure them to accept the Comcast deal.»
«There is a precedent for a tracking stock. But it amazes me that the market would be able to provide valuation of [WorldCom's consumer and whole business].»
«SBC sounded like they were throwing in the towel. They were pretty downbeat.»
«Comcast was very aggressive in highlighting how poorly run AT&T was. Comcast was very 'in your face' in terms of the first offer.»
«Long-distance is a growth business for Qwest but not their focus.»
«If DT Telecom or NTT come in with an $80-a-share offer, management might have a tough time not accepting such a high offer price.»

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