Frederick Moran Business Quotations

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.

Right now neither stock reflects merger synergies. In fact, Time Warner, although it's getting taken over by AOL, reflects no takeover premium. We think as the deal comes together and they uncover some new business opportunities and synergies, they will drive valuation. I think AOL trades like a media company and in a way it really doesn't trade like an Internet company anymore. So either it's an undervalued media company relative to its growth prospects or it's a very cheap Internet company.

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,

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,