Derek Brown
Derek Brown
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.
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,
advertising difficult market online seems
The online advertising market still seems to be struggling. It's difficult to look at that and see substantial near-term growth.
ebay few longer meaningful perception
There is no longer a perception that eBay has few meaningful competitors.
fairly good group indicator internet others
Yahoo! has been a fairly good indicator of how others in the Internet group perform, ... buy.
catalog companies company crew example good items job success
Look at the success of J. Crew or L.L. Bean, ... Catalog companies have to show their items with pictures. J. Crew is a good example of a company that's done a good job of replicating the feel of their catalog online.
good quarter
I think that it was a very good quarter for Yahoo!,
imagine industry
Just about any industry you can imagine is going to be impacted in some way,
felt natural saw skyrocket talent
I saw her talent skyrocket and felt this was a natural progression.
confidence front kids lost matter type
Our kids have a type of confidence that if we're going to get beat, we're going to go down fighting. We haven't lost this year, let's put it that way. It didn't matter who we played, it was about us. Put them in front of us, and let's go at it.
last performance quarter
I think that the performance last quarter was mixed,
handle hung played
I thought we hung in there pretty well. We played with them 25 or 27 minutes, but then we couldn't handle their speed.
fast game hung minutes played
I thought we hung in there for a while. The game we're used to is not as quick. It's not as fast up and down the floor. We played for about 25 minutes and then we just couldn't keep up anymore.
awhile fast hung level mainly played
I thought we hung in there for awhile and played well in stretches. On our level mainly it's not as quick, not as fast up and down the floor.