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?
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.
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.
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.
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.