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.
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.
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.
formal guidance revenue seen
His implication was that it was revenue without it being seen as formal guidance from the company.
revenue terms
In terms of prudence, you would like to see other revenue streams.
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.
gets goes less ratio
With every $100 that goes by, the risk/reward ratio gets less appealing.
anybody buyers card concerned consumers credit ebay fall interest lack rates
I don't think anybody is concerned that eBay is going to fall apart. But there could be a lack of buyers if interest rates keep going up and consumers are more concerned about credit card debt.
solid wrong
This seems, on balance, a solid report, with nothing wrong in the quarter,
admitting basically camp certainly core ebay market move rumor sort
I am certainly in the camp that this rumor makes little sense. If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.
camp certainly rumor
I am certainly in the camp that this rumor makes little sense,
buy guidance quarter stocks third
Nobody's going to buy these stocks on third quarter guidance and numbers.
achilles data middle networking networks optical position strongest wireless
Lucent doesn't have the position in data networking that Cisco and Juniper Networks have, ... They are strongest in optical networking; in wireless they are competitive but in the middle of the pack; and data networking is their Achilles heel.