Scott Kessler
Scott Kessler
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.
continue continues good invest point steps yahoo
The point is that Yahoo continues to invest very, very significantly in this area, and is doing good things, and will continue to do good things, which steps up the pressure.
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.
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.
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.
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.
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.
crown jewel time union western
For some time now Western Union has been the crown jewel of this company.
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,
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.
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.
bound matter
It was bound to happen. It was just a matter of when.