Derek Brown
Derek Brown
believe catalyst company continue core cycle ebay entering future growth internet limit mature meaningful phase potential struggling upside view
We continue to view eBay as a core Internet holding. However, we are still struggling to find a meaningful near-term catalyst and believe that the company is entering a more mature phase of its growth cycle that could limit potential upside in future quarters.
fairly good group indicator internet others
Yahoo! has been a fairly good indicator of how others in the Internet group perform, ... buy.
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.
blow companies internet likely quarters
Other Internet companies are not likely to blow through their quarters the way they have in the past,
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?
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.
across crossover ebay quarter seems several
Much to everyone's surprise, eBay seems to have had a much better quarter across several crossover categories.
changed growing itself rapidly sector seen
But the sector itself is still a nascent, high-margin, rapidly growing industry. And the indications we've seen are that it hasn't changed much.
definitely discipline ethic force great reckoned time work
She has a great work ethic and will definitely be a force to be reckoned with for a long time with that discipline and motivation.
allowed coming everybody experience forward front gets kids looking people together younger
People were looking forward to her coming back. She's a very big part of our team, not just on the floor. She's one of the co-captains and she gets everybody going. Without her, it allowed all of our younger kids to get experience on the front line. So things started to come together after that.
chance fall legitimate short
legitimate chance that Yahoo! could fall short (of estimates) in the (fourth) quarter.
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.