Safa Rashtchy
Safa Rashtchy
beat companies expect people
People expect these companies to beat the numbers,
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.
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.
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.
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.
expect nice strong
It was a very strong performance. I would expect them to have a nice upside.
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.
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.
came higher hopes lower quarter second
The second quarter got our hopes higher for margins, which came in significantly lower than we were expecting,
behavior broadband change companies content crossing dollars expense focus gradual increasing media online profound pushing threshold
Crossing the 50-percent threshold on broadband usage, increasing focus of traditional media companies on Internet, and most importantly, the gradual but profound change in consumers' behavior for content consumption is pushing many more advertisers to allocate more dollars online at the expense of traditional media.
amazon competition decline hurting increase needs picture seriously spending
Competition is seriously hurting Amazon and it needs to increase spending just to keep up with the market. The picture is getting worse: more spending, steeper decline in margins.
knew match operations point solid
To me, it was a very solid quarter. I'm not disappointed at all. We knew the point would come when operations would match expectations.
believe correct level likely stock
We believe this level of disparity is not sustainable and the stock is likely to correct this.
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.