Derek Brown
Derek Brown
almost company internet line quarter quarters separated
The quarter was phenomenal. It was another in a long line of outstanding quarters by a company that really in almost every way is separated from its Internet peers.
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.
came game minute type
We came out with something positive. They know what to expect. You have to take your game to another level. It's about us, and that's how we're going into the game. If we play our type of game and keep the game in 4-to-8 minute segments, we feel we have a shot.
good onto opponents players poor test
I don't know how good we are, or how poor our opponents were, so we're going to get a real good test Sunday. The players like each other and it translates onto the floor.
boats lift outlook rising search tide
A rising tide should not necessarily lift all boats equally. The outlook shouldn't be the same for every search company.
comments meant online questions reflect viability
Importantly, our comments are meant only to reflect near-term conditions, not long-term questions about the viability of online advertising.
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.
good
As a framework, it's about as good as it gets.
bizarre close few past seen top
I've seen a few bizarre things on the street, especially in the past year, and this would be close to the top of the list.
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.
blow companies internet likely quarters
Other Internet companies are not likely to blow through their quarters the way they have in the past,