Scott Kessler
Scott Kessler
acquiring building clearly company logical opposed
MSN was the one that may have been a logical acquiring company but they are clearly building as opposed to buying,
bunch business company cover difficult follow name
It has been a difficult company to track. If the name hasn't changed, the business has changed. There's been a bunch of different acquisitions and divestitures. It's a more challenging company to cover and follow as an investor.
argue click company emergence felt folks fraud given high material meeting nature profile
I think a lot of folks who were at that meeting felt pretty chagrined, I would argue this is still pretty material information, given the high profile nature of this company and the emergence of click fraud as a high-profile subject.
businesses challenged company consider decided itself prized retain successful
Essentially, the company has decided to divest itself of its, by far, most successful and most prized business, and it's going to retain two businesses that I consider challenged at this point.
backseat billion casually clearly company far happen people publicly taken thousands traded web
This is a $100 billion publicly traded company with tens of thousands of shareholders. Clearly you have a lot of shareholders that have so far taken a backseat to people who casually happen upon the Web site.
amount company concern executing fair investing
There's a fair amount of concern about how the company is going about executing on its communications with the investing public.
adequately company couple invested investor past relations
The company has not adequately invested in investor relations during the past couple of years. It's pretty obvious.
behind guidance provide responsive scenes
There are a lot of things that they are doing behind the scenes that analysts aren't privy to. It's not only that they don't provide guidance and information, it's that sometimes they're not so responsive to questions.
both buy buyers cash consumers counter cycle cyclical economy extra raise reason since sit spending stock wonder
With eBay, you don't have to sit around and wonder what IT spending is going to look like or where the semiconductor cycle is, ... In some ways, it's a counter cyclical stock because both sellers and buyers will have more of a reason to transact when the economy isn't as good, since consumers may have a need to raise extra cash or buy used merchandise.
allow area detail engage grey providing understand
More detail to allow analysts to better understand and engage in forecasting would be great. There's a grey area where they're not providing guidance, but they can give us more information.
ability execute focus fourth invest manage people quarter tax
I think a lot of people are rationalizing the fourth quarter as a one-time tax hit. I don't agree. This indicates the company's need to focus on and invest in its ability to more effectively forecast, manage and execute its international operations.
community detailed focused goals helpful information investment providing recurring ultimately
I think that you can, as a company, be very, very focused on the long term, while also providing helpful and detailed information to the investment community on a recurring basis. And I think that is ultimately what one of the company's goals has to be for 2006.
case free pay people ready
People are ready and able to pay for such services. For free isn't always the case anymore.
attracted imagine microsoft result worried
I can't imagine that Microsoft would be worried as a result of this. On the other hand, it's something that probably has attracted their interest.