Mark Rowen
Mark Rowen
above awesome business extremely head internet leader model opinion profitable shoulders stands
Yahoo! in our opinion is the hands-down leader in the Internet portal space. It is well run, extremely profitable and its awesome business model stands head and shoulders above most Internet companies.
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.
amusing believe closer future light market moving note prospects ratio tunnel
We believe we're moving ever closer to the light at the end of the valuation tunnel on eBay. We find it interesting and amusing to note that as investors' risk/reward ratio had dramatically improved, the market has become increasingly jittery about the future prospects for eBay.
believe companies highly investors provide shares upside valued
Therefore, if Yahoo! shares are to provide investors with significant upside potential, then we believe it will have to become one of the most highly valued companies in the world.
best buy cheapest circuit compared desired discount experience found left prices product selection
Some of the cheapest prices we found were at Wal-Mart, but product selection and presentation of the televisions at the discount retailer left much to be desired when compared to our experience at Best Buy and Circuit City.
amazon anticipate believe company flat growth million music percent projection record revenue sector third total video
We anticipate $601 million in total revenue and $385 million in U.S. book, music, video revenue from Amazon in the third quarter, ... Our $385 million books, music, video projection is flat with second-quarter results; however, if Amazon's sequential revenue growth in the sector actually comes in at 12 percent or higher, we believe the company could record as much as $650 million in total revenue.
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.
agency company create largest merger online powerful price retail travel
We think that this merger is going to create a very powerful company. It's the largest online travel agency in the largest online retail sector. We think at these price levels, it is severely undervalued.
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.
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.