Martin Pyykkonen
Martin Pyykkonen
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,
catalyst closer continues depends economy economy-and-economics growth internet point retail revenue stock
Much of (Target and Wal-Mart's) revenue growth depends on the economy and other factors, just like for Amazon. At what point should it be closer to a retail stock than an Internet stock, and I'd say right now. The catalyst to get it there will be if the revenue continues to decelerate.
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.
basic internet stock
The basic question: is this an Internet stock or a retailer?
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.
high waits
It's very high margin. And Yahoo! just sits and waits for the checks.
based fault
They did it again; it's amazing. Based on what I see right now, there's nothing I can find fault with in this report.
solid wrong
This seems, on balance, a solid report, with nothing wrong in the quarter,
data improve investor networking outside past quickly year
Things unraveled more quickly in the past year than they thought internally, so they need to get someone from the outside to improve investor perception, preferably someone from the data networking industry.
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.
although payment sort suggest terms trial
Terms of the settlement, although not disclosed, would suggest some sort of payment was made, but that a trial has been avoided,
hurt stocks
The stocks are not cheap, so any hiccup could hurt,