Safa Rashtchy
Safa Rashtchy
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.
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.
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.
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.
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.
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.
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.
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.
advertising almost bring business companies hated internet investors low margin margins media percent positive selling
It is a positive move. Investors almost hated the e-commerce business because a it was low margin operation, ... What they like about Internet media companies is they get 80-to-90 percent margins on advertising and sponsorships agreements. Why bring it down by selling something that has no margins?
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.