Mark Rowen
Mark Rowen
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.
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.
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.
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.
choose company conducting estimate evaluation management stated stock strategic unclear unlock value whether worth
In our sum-of-the-parts valuation, we estimate that intrinsically, the stock could be worth as much as $27 a share, if all of the value were unlocked, ... While its is unclear whether management will choose to or be able to unlock some or all of this 'hidden' value, the company stated that it is conducting a strategic evaluation on all of its assets.
active challenges company customer enormous high increases lifetime massive rates value
In our opinion, such massive increases in active customers, coupled with massive increases in lifetime value, will be enormous challenges for a company with such high rates of customer defection.
amount anywhere believe company cost failed free generate lost near needed offers order pay profit revenue shipping
In theory, in order for free shipping offers to be successful, the company would have to generate enough incremental revenue and contribution profit to pay for the cost of the shipping promotion. However, we believe Amazon.com has consistently failed to generate anywhere near the amount of incremental revenue and profit needed to pay for the lost shipping fees.
expect faster good internet
pretty good for a traditional retailer, but for an Internet company, we would expect much faster growth.
affordable appear center declines few holiday past percent price prices ready stage television
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,
boost given harry release sales sixth store surprised
We were surprised that (comparable store sales) were not stronger, given the boost from the release of the sixth Harry Potter.
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.
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.