Scott Kessler
Scott Kessler
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.
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.
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.
case free pay people ready
People are ready and able to pay for such services. For free isn't always the case anymore.
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.
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.
matter time
It was just a matter of time before there was some consolidation of these gains.
exceeded matter time
It was just a matter of time before the expectations exceeded the results.
beat second
That's a substantial beat when it comes to the second quarter, but the expectations were just way, way too high.
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.
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.
access amount aol companies content depressed entity estate fair huge large midst number ongoing prized since unique
A lot of these companies look at AOL as an entity that has huge traffic, a substantial number of users, a fair amount of subscribers and access to unique and differentiated content and services, ... Right now, it is very prized real estate when it comes to the Internet, particularly because its valuation may be depressed since it is in the midst of an ongoing turnaround, and part of a large conglomerate.
bound matter
It was bound to happen. It was just a matter of when.
considered far opportunity price pricing seem seized succeeded
They seized upon an opportunity and they succeeded at pricing a pretty sizeable offering. That's a price that doesn't seem far from what would be considered reasonable.