Safa Rashtchy
Safa Rashtchy
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.
ebay issue lost
The issue is that eBay has lost some momentum,
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.
guidance looks quarter revenue
The revenue guidance for the first quarter looks pretty solid.
breathe gives room stock
I don't think this was disappointing at all. It gives the stock some room to breathe and come back.
below forecast growth guidance implies
The guidance for 2005 is well below our forecast, and it implies a growth of only 14 percent. Our forecast was for growth of about 20 percent.
accelerate amazon definitely expect growth increase investors itself key model percent service year
The key for Amazon is definitely top-line growth in 2002 and beyond. Expectations are not that big. Our model is for a 12 percent increase year over year. That by itself is not enough. Investors expect growth will accelerate in 2003 and beyond, and for that to happen, they need to have some new service deals.