Martin Pyykkonen
Martin Pyykkonen
audience definitely earlier george investors scare trying
George was definitely trying to dissuade the audience from the scare he put into investors earlier this week.
baked beyond estimates including large law manage numbers people quarter softer trying
The law of large numbers was already baked into most estimates out there, including mine. You have to wonder, is he signaling anything beyond that? Is the first quarter going to be softer than people are expecting, and are they trying to manage those expectations?
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,
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.
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.
quarter
The expectations going into the quarter weren't very high. Overall, it was an in-line quarter with in-line guidance.
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.
amazon argue ask business internet investors low margins question
The profitability of the business hasn't been any better than it has been. It is still low margins and price-competitive. The question investors should ask is if Amazon is a retailer or an Internet stock. I would argue that it is a retailer.