Safa Rashtchy
Safa Rashtchy
advertising bring broader economic expect increase internet maturity online particular search sector spending together top trends
We also expect more spending on search advertising. On top of these broader economic sectors, we expect the Internet companies, in particular e-commerce players, will increase their spending noticeably. These trends together will bring more maturity to the online advertising sector in China.
amazon further goal increase saw slower takes
While this may be a slower increase than we saw in 2005, this takes Amazon further away, not closer, to its goal of double-digit margins.
due likely sign slowing
While some of the slowdown ... is likely due to seasonal effects, the significant drop-off is likely the sign of a more pronounced slowing in the real-estate market.
available barely came good microsoft
When Microsoft came out with IE there was barely anything else available and IE was good enough for newcomers.
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.
bit
It's not a disaster, but it's a bit of a letdown,
expects good margin million profit shows
Everyone expects them to make a profit on operations, but if they can make more than $10 million from operations, it shows they are making some good improvements in the margin as well.
flow increasing orderly reducing volatility
It makes sense. It's an orderly way of increasing the flow and reducing the volatility in the stock.
expect nice strong
It was a very strong performance. I would expect them to have a nice upside.
shows strength
It just shows the strength of their non-advertising revenue.
amazon case finally level might reached top
It might be the case that Amazon finally reached the top level of expenses.
advertising bottom hit seeing slow slump
We have hit the bottom of the advertising slump and are seeing a slow recovery, ... Things are not getting worse, and they are getting progressively better.
believe given increasing margin market point revenue share stock upside
We believe Yahoo!'s stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo!'s increasing market share and the conservative guidance.