Martin Pyykkonen
Martin Pyykkonen
basic internet stock
The basic question: is this an Internet stock or a retailer?
hurt stocks
The stocks are not cheap, so any hiccup could hurt,
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.
buy guidance quarter stocks third
Nobody's going to buy these stocks on third quarter guidance and numbers.
good stocks
Fundamentals are still strong. But for stocks like these, it's not good enough to keep them going up.
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.
company far given indication plans someday stock whether
The company has so far given no indication about plans for a stock split. But whether someday we're at a Berkshire Hathaway stock price, who knows?
bit definitely earnings imagined looking wildest
There is definitely a bit of a 'wow factor' here. The (company's) earnings are looking better than you could have imagined in your wildest dreams.
among heading investors positive product rumors secondary sentiment
The product rumors are secondary to the positive sentiment among investors heading into the first-quarter results.
quarter
The expectations going into the quarter weren't very high. Overall, it was an in-line quarter with in-line guidance.
help true value
It does help you to get some idea of the true value of what you are selling.
minus percent plus stuck
That 6 percent plus or minus is about where they're stuck at.
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,
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,