Mark Rowen
Mark Rowen
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.
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.
expect faster good internet
pretty good for a traditional retailer, but for an Internet company, we would expect much faster growth.
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.
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New television technologies appear ready to take center stage this holiday season, as price declines of 20 percent to 30 percent per annum over the past few years have made flat-panel big-screen prices affordable to upper-middle-class and even middle-class households,
dependent launch truck whether
Basically, (GM) is dependent on the new truck launch and whether it's accepted,
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We were surprised that (comparable store sales) were not stronger, given the boost from the release of the sixth Harry Potter.
believe company contract earnings expected growth higher multiple negative percent range rates revenue share until
With 2001 revenue growth rates now expected to be in a range of 9 to 18 percent and earnings per share growth expected to be negative 12 to 33 percent, we believe Yahoo!'s price-earnings multiple will contract until the company is able to demonstrate significantly higher growth rates.
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,
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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.
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.
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.
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.