Martin Pyykkonen
Martin Pyykkonen
solid wrong
This seems, on balance, a solid report, with nothing wrong in the quarter,
evidence numbers seem solid support
The evidence and the numbers seem to support that, no, it was not. It was a good, solid quarter.
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.
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,
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.
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,
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.