Scott Kessler
Scott Kessler
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.
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.
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,
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.
ads biggest category deal importance online search shows
The deal shows the importance of search ads for AOL. Search has been and will be the biggest category of online ads.
becomes clearly question quite remaining
The question is what becomes of the remaining businesses, which are clearly quite weak.
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.
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.