Mark Rowen
Mark Rowen
although appears argue based believe cents cheap clearly closer ebay estimates value
Clearly we are getting closer to the day when we'll be able to value eBay on traditional price/earnings metrics and although we would not argue that eBay is cheap based on our full-year 2001 EPS estimates of 40 cents a share, we do believe that eBay appears exceedingly inexpensive based on our full-year 2002 EPS estimate of 78 cents a share.
best consumers love sites
They clearly, the two of them, have the best sites out there; consumers love going there and booking their own business,
balance grow improve lose money revenue shown
They've shown that they can grow revenue and lose a lot of money and they've shown that they can improve economics, but that slows revenue growth. They're going to have to find a balance to do both.
below difficult gm incentives market offering percent
They'll probably be below 30 percent for the month, ... Clearly, it's been more difficult than they expected, especially considering all the incentives GM has been offering to get market share.
address although boost company consumer deal growth issues key lack music profitable strategic video
Although the deal is a psychological boost for Amazon, it does nothing to address the key strategic issues the company faces: namely, a lack of growth in its profitable boom, music and video segment, and a lack of profitability in its fast-growing consumer electronics business.
awesome impressive looking million reported
They had an awesome first quarter. They reported $313 million in revenue; we were looking for more like 248, 250. So it was a very, very impressive quarter.
awesome impressive looking million reported
They had an awesome first quarter, ... They reported $313 million in revenue; we were looking for more like 248, 250. So it was a very, very impressive quarter.
addressing beginning companies crash excess large markets reaching scale sector seeing
After the bubble, the whole sector really started to crash and burn. But just like there was excess on the upside, there was excess on the downside, and what we're seeing now is that there are some real companies addressing very large markets that are now, for the first time, reaching scale and beginning to get to profitability.
expect faster good internet
pretty good for a traditional retailer, but for an Internet company, we would expect much faster growth.
additional alignment available believe benefits both calls either higher key lack online physical plan position possible product question sales stores toys
The higher out-of-stock position suggests that either Toys 'R' Us is not allocating additional product to its online store, or that sales at both the online and physical stores are significantly higher than plan and Toys 'R' Us does not have available inventory, ... We believe it calls into question one of the key benefits of the Amazon/Toys 'R' Us alliance, and suggests a possible lack of alignment between the partners.
hurdles leap model work
Their model has a lot of hurdles that they need to leap to get it to work.