Marianne Wolk
Marianne Wolk
eliminate progress
It slows their progress. It doesn't eliminate their progress.
coming help improve include indication likely momentum quarter search technology until visible weakness yahoo
The story that's coming out of their quarter include weakness in search and the indication that upgrades to the Yahoo search technology that should help improve momentum are not likely to become visible until 2007.
along clear further microsoft people rather rely search technology
Microsoft is much further along than people anticipated and it's clear that it will rely on its own search technology rather than acquiring.
adds build company optimistic people
I think he adds substantial credibility to the combination; it makes people very optimistic that he will build a significant and multibillion-dollar company over time,
case faster growing illogical search
I find it illogical to make a case that it's better to be diversified when search is growing so much faster online.
available certainly lack shares
There has been a lack of liquidity, and this certainly makes more shares available to institutional investors.
billion level playing
With $7 billion in cash, they are on more of a level playing field.
expect impressive move numbers
It was a very impressive quarter. I would expect fourth-quarter numbers to move higher.
advertising continue fall fourth picked recovery search since
We do get a sense that search advertising has picked up since mid-August and that this recovery will continue in the fall and the fourth quarter.
bullish longer might pause pull short stock surprise term
You might see the stock pause temporarily. For the longer term, we're still very bullish but in the very short term it wouldn't be a surprise to see the stock stabilize or pull back.
bullish longer might pause pull short stock surprise term
You might see the stock pause temporarily, ... For the longer term, we're still very bullish but in the very short term it wouldn't be a surprise to see the stock stabilize or pull back.
derive eyeballs focus investor traffic turned value
The investor focus has turned back to eyeballs and the value of traffic on the Internet, especially value you can derive from advertising,
against click fraud gain pay possible price protection small
In our view, this is a small price to pay to gain possible protection against other click fraud suits.
extremely strong
These are extremely strong results. There is nothing to quibble with.