Safa Rashtchy
Safa Rashtchy
lower mean ownership seen stock stocks wider
Obviously, it will mean a wider ownership of the stock and potentially lower volatility. We've seen that with other stocks that have been in the S&P 500.
costs investors looking spending
What investors were looking for was for spending to go lower. But at least costs didn't go up even further.
amazon believe compared consider higher lack move stock
We believe Amazon will lack any catalysts to move it higher and we consider the stock overvalued compared to peers.
continue growing market search
They are doing very well. The search market is growing very fast, and they'll probably continue to grow market share.
both followed guidance lower margin meet past quarter several trend
There was little new in Amazon's quarter or guidance as both followed Amazon's trend for the past several quarters, which is to meet guidance and lower margin expectations.
amazon case finally level might reached top
It might be the case that Amazon finally reached the top level of expenses.
exciting future near pressure products spending
It's alarming, ... because you don't know if they are spending more because of exciting new products that could come out in the near future or because of competitive pressure to keep up with everyone else.
bar exceed high meet possible seem
It's only possible to underestimate eBay. They set a high bar but they seem to be able to meet and exceed it every time.
flow increasing orderly reducing volatility
It makes sense. It's an orderly way of increasing the flow and reducing the volatility in the stock.
bad confidence disclosure luck reduce sloppy string
There's been a string of bad luck and sloppy disclosure which does reduce the confidence of investors, especially those with shorter-term horizons.
expect nice strong
It was a very strong performance. I would expect them to have a nice upside.
although beating company growing handsome numbers
Although the company is still growing at a pretty handsome rate, it hasn't been beating its numbers with substantial upside.
amazon competition fairly handling internet pack pulling
Amazon is handling the competition fairly well, but it is not pulling away from the pack (of other Internet retailers),
amazon course declining despite fact guidance insists operating path
Amazon insists it is still on the path to double-digit operating margin, despite the fact the 2005 guidance distinctly suggests a reversal of this course with declining incremental operating margin. Clearly, something is amiss here.