We need to get a lot more maturity in that space, and right now the Web infrastructure players have more sustainable, more realistic business models, and that's where investors are flocking to,
More Quotes from Andrew Barrett:
This is going to be a bad day, but I'd be very surprised to see the spillover for a long period of time,Andrew Barrett
Lycos needs to be bought because other suitors will have to pay a higher premium,
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Internet companies tend to do extremely well during earnings season because most of them aren't earnings stories yet,
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I think that until we get further indication, probably in the next Fed meeting, of where the Fed is in terms of raising rates, that the market's going to stay in a range. After we get that, the fundamentals behind tech are so fantastic, that it's going to yield some support for the second half of the year.
Andrew Barrett
Lycos would provide 60 percent of the revenue and is only getting 40 percent of the combined company. We are advising our clients to take profits.
Andrew Barrett
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