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Letter "R" » Ryan Jacob Quotes
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«This is more of a seasonal-type occurrence, and right now, we can look at the pipeline, which is relatively full, and have an idea that there will be a fair amount of deals coming to the market especially early in February.»
Author: Ryan Jacob
«Really, the Internet is broader than one sector. We're going to focus on companies that focus the least on technology. Tech companies just are not attractive. They are too competitive, and they have predatory pricing.»
Author: Ryan Jacob
«I've followed all of these companies.»
Author: Ryan Jacob
«Software.net has the potential of being a leader in this space and there are clear comparisons to Egghead.com, and also to some of the online companies that sell CDs. They're really not that much different.»
Author: Ryan Jacob
«Everyone's expecting, and should expect, that these companies will continue to post very impressive gains. A lot of these companies are still growing 30-50 percent per quarter. There will be other issues that people will be looking at. With Yahoo!, it may not be just revenues, it may be page views. With an Amazon, it may not just be revenues, it may be number of new customers they've acquired over the last quarter.»
Author: Ryan Jacob
«We're focusing on companies that will be long-term players on the Internet.»
Author: Ryan Jacob
«Three years ago, nobody took the Internet seriously. We're in it for the long term.»
Author: Ryan Jacob
«In 1999, we'll see more consolidation activity as leaders gain more scale.»
Author: Ryan Jacob
«I think everybody has been surprised at the speed of evolution we've seen in the sector. Usually new technologies take quite a while to catch on. The Internet has really changed the rules.»
Author: Ryan Jacob
«I think we've had a tremendous run. I mean Nasdaq had a terrific year. A lot of the Internet names that we hold in the fund had terrific years and quite frankly I think going forward it's going to be more challenging.»
Author: Ryan Jacob
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