Robert Peck
Robert Peck
cautious continues current ebay investors policy success weigh
As long as eBay continues its current policy on non-disclosure of these metrics, we think investors will be very cautious as to their expectations of eBay's success in China, which would weigh on the stock,
continue ebay invest pushing rebound returning trip
After returning from our trip to China, we think that eBay will need to continue to invest in 2006, potentially pushing off any rebound in near-term margins,
considered elevated entire extent group higher include including internet investors multiple relative rest stock trading trailing
In the past, many investors considered it inappropriate to include a then-highflying Internet stock into the index, which relative to the rest of the group was trading at a much higher trailing multiple, to such an extent that including it elevated the entire multiple of the S&P 500.
company disclosure goals helped improved increasing investors management result stated walking
The improved disclosure helped us as investors walking away feel more comfortable about the company's longer-term competitive position. For the first time, management stated that their long-term operational goals for the company will result in increasing shareholder value.
continue expect fans growth likely quarter remain stern strong switch
We expect growth in the first quarter will likely continue to remain exceptionally strong as the Howard Stern fans switch to subscription radio.
across internet quarter question spending
The spending question was the question of the quarter across all the Internet names.
demand ebay focused online path saying side site supply
This site is much more on a collision path with other online retailers. I would also say that the traditional site has been very focused on the sellers, but now eBay is saying that it has enough supply and it's going after the demand side of the equation.
approach county decided practical project success
We just decided that this was a more practical approach and that's what we did. Hopefully, Monmouth County will have success with their project in the long run.
ebay liable minimize original processes revised
We think eBay may have revised its processes enough to minimize its liability. However, at minimum, eBay would be liable for the original $25 million.
deal forward jump market opportunity partners satellite
To have these partners jump into the deal substantiates that there is a market opportunity for satellite operators, and I would look forward to more partnering with satellite firms,
access gaining good interested leading partners question
The real question is around who would make a good partner, ... The leading partners are Murdoch, Disney, GE, Viacom, even Microsoft. I think all would be very interested in gaining that access to the home.
amazon believe free greater gross impact including margins negative originally shipping
We believe that free shipping programs, including Amazon Prime, had a much greater negative impact to Amazon's gross margins than we'd originally anticipated.
bring careers chance explore students year
We bring our students here each year to give them the chance to explore different careers to see all the things that are out there in engineering and science.
corrected
I think the market's already corrected for the downplay in EPS,