Edited excerpts follow.
There's no doubt that much of the growth in the economy is being fueled by, as well as benefited by, Internet companies, and I am optimistic that the bellwether Internet stocks will at some point begin to perform favorably in comparison with the broader market. The Net is so broad now. In general, we believe that the Internet-consulting area is one that contains many strong plays. However, the company has successfully made inroads into the B2B as well as the e-commerce arenas. So we see this company as likely to recover from current levels.