Derek Brown
Derek Brown
camden few last pipeline prospects quite source tremendous trying wilson winners won
We're trying to get winners here, and Woodrow Wilson won it all last year. There are quite a few other prospects there that I will see. Camden is a tremendous source of talent. Once we get that pipeline solidified, I'll try to do some things in Baltimore, too.
came sure taking
We came out a little flat, and I'm not sure if they're taking it for granted, but I don't think so. We just can't get it done early.
diverse division huge market number safety trust
Trust and safety is a huge division in the company. They have a number of safeguards in place, but it is a very diverse market place. The question, I think, is are they doing enough? Could they be doing more? Should they be doing more?
fairly good group indicator internet others
Yahoo! has been a fairly good indicator of how others in the Internet group perform, ... buy.
becomes guidance increase less mean quarter seems strong
With the increase in guidance and a very strong quarter under its belt, valuation becomes less of an issue, but it doesn't mean that it's off the table. The valuation seems full,
business core half strip struggled
When you strip out those acquisitions and new partnerships to really get a sense of what the company's core business is doing, it really struggled through the first half of the year.
ebay few longer meaningful perception
There is no longer a perception that eBay has few meaningful competitors.
attempting build media side
It complements what Yahoo! is attempting to build on the convergence media side pretty nicely.
advertising finally general industry internet mainstream marketing midst online point pushes robust sets stage yahoo
We are in the midst of an inflection point for Yahoo -- and the online advertising industry in general -- that finally pushes Internet marketing into the mainstream and sets the stage for robust growth.
talking
They know, just by talking about it, that it can happen.
drew experience last
They don't know it's like to lose. I think the experience they had last season, they drew from that.
appetite broader change demand early extended online period pricing quarter question softness week
There was some early quarter seasonal softness that may have been interpreted as a fundamental change in the appetite for online advertising. But the question isn't how does pricing change week to week, but what is the broader demand over an extended period of time.
advertiser behavior borne changes concerns observed obvious quarter seems
There were some concerns about paid-search pricing, ... but we observed no obvious changes in advertiser behavior during the quarter and that seems to be borne out by Yahoo!'s results.
good
As a framework, it's about as good as it gets.