Safa Rashtchy
Safa Rashtchy
certainly companies easily high justified rushing seeing tend
A lot of these companies are rushing back to the Internet. We're certainly not seeing anything like the valuations during the dot-com boom. They're not outrageous, but they tend to be at the high end and could not easily be justified on a stand-alone basis.
advertising brand largest yahoo
Yahoo is the largest destination for brand advertisers. Unfortunately, it has been overshadowed by search.
ad advertising clear core dependent excited grow growth help line market outside people recovery seen since top
Yahoo! is still seen as heavily dependent on advertising, and since there is no clear recovery in the ad market yet, people aren't getting excited about Yahoo!. In reality, Yahoo! has diversified outside its core advertising market, and growth there will help it grow the top line nicely.
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.
amazon ebay growth high reached supported
but I think eBay and even Amazon have reached pretty high valuations that can't be supported even with their growth rate.
acted low quarter rationally
Investors, surprisingly, acted rationally this quarter and had low expectations.
amazon assume bottom consumer faster future grow holding means numbers online retail street wall
If the numbers are better than expected, Wall Street will assume Amazon can grow faster in the future and that bodes well for the bottom line. It would also means consumer spending, especially in the online retail arena, is holding up well.
available barely came good microsoft
When Microsoft came out with IE there was barely anything else available and IE was good enough for newcomers.
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.
ability beating doubts eliminate estimates generate grow guidance last performance quarters raising strong three
Yahoo's strong performance this quarter, beating estimates and raising guidance, repeats its performance of the last three quarters and should eliminate doubts about the company's ability to generate and grow non-advertising revenues.
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.
believer consumer cutting draw expect expenses fuel gas higher lower people prices remember spending
On the surface, you would expect that gas prices would draw people online, but I am not a big believer in that, ... Remember that people are cutting back on spending because of higher expenses such as fuel and lower consumer confidence.
guidance higher hopes people seems
For some reason, people had their hopes much higher than this, especially for the guidance. Everything seems to be in line.
amazon disclosure growth level nobody produces
If Amazon produces the numbers, nobody will care. If the growth isn't there, then I think it will become more of an issue. Why isn't there the disclosure level that we would expect?