The Internet stocks have been under pressure since mid-March. The Internet, as a group, is down more than 50 percent. Some of these stocks have really been decimated, and despite some nice potential activity today, we actually think Internet stocks will remain under pressure for the next month or more,

Exodus is the leader in high-end Web hosting and although a good number of their clients are dot.com companies, they're not completely reliant on dot.com companies,

It's a smart strategic move for XM because they need to answer the Howard Stern question. It's not a dirt-cheap deal. But it does help XM attract a female audience.

A bid in the low 90s would be the minimum for Lycos because Lycos brings so much more to the table than Terra does.

This is the one ad-driven media play that stands out significantly. Lamar is seeing rising occupancy rates and deserves a premium multiple.

They had a very solid report and gave guidance that looks extremely powerful. Any weakness in Sirius is more related to concerns at their rival XM as opposed to anything at Sirius itself. As long as the leader in the industry's stock is falling it's going to pull its colleague down with it.

This doesn't represent new news but represents information that's getting more publicity and highlighted more fully than it has in the past. Because the stock has been vulnerable whenever news like this comes out, it reacts negatively.

You need size and scale, and you need to drive a brand name in order to achieve growth and profitability in this market.

The cable division came in with 13 percent cash-flow growth, which is basically the strongest we're going to see out of the whole cable industry this quarter, ... They're showing some real power.

AOL, ... is the Internet play out there. It is the only fully integrated Internet player in the space. It basically has multi-brands across different areas of the Internet. And their flagship AOL Internet service continues to show very, very powerful subscriber growth.