Mark Cavallone Quotations

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.

It will help because it separates the services area from the other businesses. Lucent always says their services are doing well, but it's been hard to say how well. From a carrier perspective -- which is where most of Lucent's sales are -- they're demanding more services to maintain their networks.

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.

Certainly if you look at the list in partners ... you're looking at some pretty prominent names there. They sense that there's demand for this kind of information over the Internet.

Higher interest rates tend to make higher-value stocks look less attractive.

It makes sense that these companies will perform well. This is growth they haven't had in the past.

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.

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.

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.

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.