“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.”
“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].”
