Martin Pyykkonen
Martin Pyykkonen
bit definitely positive renewal
The renewal was a little bit of a surprise. It's definitely a positive for Yahoo!.
continues deal demand optical technology
Demand for optical technology is insatiable. As long as demand continues then think this deal would do well. I don't see demand to let up.
coming compared numbers recent revenue showing
Compared to the blow-out revenue numbers in recent quarters, what it's showing is coming in right at the mean.
gets growth heading increased intensity lower older percent products rates revenue single technology towards trend
There is an increased intensity in the trend towards packet-switched equipment, ... Lucent gets about 50 percent of its revenue from older world technology products, and the growth rates on those products are heading to the lower single digits.
minus percent plus stuck
That 6 percent plus or minus is about where they're stuck at.
formal guidance revenue seen
His implication was that it was revenue without it being seen as formal guidance from the company.
ad continue growth search volume
It's really volume driven. There are more and more search queries so growth should continue on the ad front,
crack ebay good hard investors monopoly news safest stock treating
Investors are treating eBay as the safest stock in the Internet, ... The good news for eBay is they have a defensible monopoly and it's hard to crack that.
excitement group looking lousy sentiment
The sentiment on the group is pretty lousy right now. There is not a lot of excitement looking into this year.
internet sentiment terms tired
The sentiment is tired in terms of the Internet universe.
audience definitely earlier george investors scare trying
George was definitely trying to dissuade the audience from the scare he put into investors earlier this week.
continuing low range revenue street toward
I'd say it's disappointing, because it's continuing to show a revenue deceleration. Their range is more toward the low end of the Street estimates.
admitting basically core ebay market move sort
If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.'
revenue terms
In terms of prudence, you would like to see other revenue streams.