Jonathan Rosenzweig Quotations

I think it's going to be difficult. I think the expectations may be overzealous.

There is a concern out there that the problems may be a little bit deeper than a one time or a few weeks of sale issue. There may be some general concern about the longer-term growth potential of the company is in the face of a major transition to digital technology.

They (have) a tremendous flow of new products. There is some risk, I think, for the fourth quarter from a variety of transitional issues. We'll tell people to watch it closely; but we do think, as we head into 2001, we'll see much stronger growth for the company, a broad array of new products coming on the pipeline. We... think it will be a great growth stock for 2001. (It's) a stock that we'd be looking hard at as we move forward.

They're just trying to cut out a lot of costs, they've got to pay a lot of debt down and that requires a lot of cash. But it's a challenge for them because you've got a lot of big hitters in the digital business with a lot of deep pockets... I think they'll be able to cut a lot out of the infrastructure costs. The business has been declining at a 5 to 10 percent clip. The question is, can you generate enough cash from printing products to cover that loss? It's a big gamble.