Safa Rashtchy
Safa Rashtchy
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?
active buyers growth next potential pushed rather until
With growth pushed off until 2007 and beyond, we would not be active buyers yet but rather look for potential catalysts over the next year.
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.
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.
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.
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.
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.
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.
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.
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.
beat companies expect people
People expect these companies to beat the numbers,
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.