Derek Brown
Derek Brown
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?
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.
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 gives leverage marketing resource search
It gives eBay a new resource to leverage in search marketing efforts.
attractive clearly company fully market operating recognizes
The company is clearly operating in a really attractive market right now, but the valuation fully recognizes that,
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.
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.
aware comfort confident consumers greater level security shopping
There's a greater level of comfort shopping online. Consumers are more used to the environment. They're more confident and aware of security issues.
anytime
Pretty much anytime I have time off, we come to the beach.
blow companies internet likely quarters
Other Internet companies are not likely to blow through their quarters the way they have in the past,
finish finished rewarded season strong teams
Teams that finish strong should be rewarded in the tournament. We finished this season as strong as any team could finish.
imagine industry
Just about any industry you can imagine is going to be impacted in some way,
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.
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.