Martin Pyykkonen
Martin Pyykkonen
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.
revenue thinking
It confirms what I've been thinking about revenue deceleration.
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.
formal guidance revenue seen
His implication was that it was revenue without it being seen as formal guidance from the company.
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.
revenue terms
In terms of prudence, you would like to see other revenue streams.
hurt stocks
The stocks are not cheap, so any hiccup could hurt,
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.
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,
channel complain ebay fee increases until
Most eBay sellers, until there's another channel that has significant volume, will stay. They may grumble and complain about fee increases but eBay is in the driver's seat,
help true value
It does help you to get some idea of the true value of what you are selling.
activity ad head internet seen stuck
We haven't seen much activity on the Internet from the traditional ad agencies. They have had their head stuck in the sand,
good stocks
Fundamentals are still strong. But for stocks like these, it's not good enough to keep them going up.