Jeetil Patel
Jeetil Patel
game grow industry market percent video
The video game industry is a sizeable market that could grow by 6 to 7 percent this year.
area consider consumers economic environment fastest growing learning markets robust systems toys
Educational toys and learning systems was one of the fastest growing markets of 2002 going into 2003. It's a robust market that's managed to withstand the challenging economic environment because it's not an area that consumers typically think about when they consider paring back their spending.
apparent becoming costs evidence finally fixed investors negative seeing waiting
Fixed costs are becoming more apparent in the numbers. Investors have been negative and waiting to see evidence in the past, and we're finally seeing evidence that costs are becoming fixed while revenues are growing.
behind believe earnings environment few next stocks though
Even though earnings preannouncements are behind us, we believe the stocks are set for a choppy environment in the next few months.
business continued core deals engine existing growth service within
That's the most important engine for growth. It's going to be through the service deals and growth within the existing service deals. It's also going to be through continued growth in the U.S. core business and international.
ability achieve becoming company concerned growth regarding
We ... are becoming increasingly concerned regarding the sustainability of growth for the company and its ability to achieve expectations in coming quarters.
ad boost demand higher increasing looking necessary remains spending thesis
Uncertainty is increasing looking ahead. Our thesis on higher ad spending necessary to boost demand remains intact.
cash companies consumes deep expect financial heightens number running sales summer throughout trouble
Expect more throughout the summer. The number of companies that are running out of cash or are going to be in deep financial trouble probably heightens during the summer as sales languish when consumes are away from their PCs.
tend
Expectations, unofficial ones, tend to get much higher.
number seen
The number is unprecedented. We've probably never seen anything like this.
across beyond business far impressive looking numbers showing solid
It indicates business was pretty solid and far beyond expectations. I think it's going to be a volume-driven business going forward. It's a pretty impressive showing looking at numbers across the board.
active base besides customer perspective
My perspective is the customer base isn't as active as they've historically been. We haven't see a whole lot besides an e-mail service.
amazon beneficial inventory nice
At the same time, Amazon doesn't have to do any distribution or fulfillment or even take any inventory risk. It's a nice beneficial model.
fee longer pay premium search service
In the longer term, we're going to see more fee announcements. Will Yahoo! search be a service you have to pay for? No. But you'll have to pay for premium services.