Safa Rashtchy
Safa Rashtchy
call conference expect guidance investors positive tone
I expect the tone of the conference call and the guidance they give to be more positive than investors expect.
believe correct level likely stock
We believe this level of disparity is not sustainable and the stock is likely to correct this.
believe chance expect good line positively react revenue stock top
We believe there is a good chance for revenue upside, and we expect the stock to react positively to any top line upside.
both fix microsoft midst property time
Microsoft is in the midst of repositioning MSN and they are going to get a property (AOL) that is also in the midst of repositioning? Having to fix both at the same time is going to be a challenge.
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?
breathe gives room stock
I don't think this was disappointing at all. It gives the stock some room to breathe and come back.
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.
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.