Safa Rashtchy
Safa Rashtchy
believe given increasing margin market point revenue share stock upside
We believe Yahoo!'s stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo!'s increasing market share and the conservative guidance.
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.
flow increasing orderly reducing volatility
It makes sense. It's an orderly way of increasing the flow and reducing the volatility in the stock.
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.
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.
amazon further goal increase saw slower takes
While this may be a slower increase than we saw in 2005, this takes Amazon further away, not closer, to its goal of double-digit margins.
available barely came good microsoft
When Microsoft came out with IE there was barely anything else available and IE was good enough for newcomers.
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.
cautious curious
I would be curious and cautious about what that would entail.
lower mean ownership seen stock stocks wider
Obviously, it will mean a wider ownership of the stock and potentially lower volatility. We've seen that with other stocks that have been in the S&P 500.
advertising bottom hit seeing slow slump
We have hit the bottom of the advertising slump and are seeing a slow recovery, ... Things are not getting worse, and they are getting progressively better.
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.
guidance higher hopes people seems
For some reason, people had their hopes much higher than this, especially for the guidance. Everything seems to be in line.