Youssef Squali
Youssef Squali
access address percent plan relationship
By our math, even through their relationship with Comcast, they have access to only 40 percent of the market. We need to know how they plan to address that challenge,
attempts board company plans remain signals
This signals that the board plans for the company to remain independent as its attempts a turnaround.
clear continue indication numbers question revenue seeing somewhat
What we are not seeing is a clear indication for the 2002 revenue numbers and that will continue to be somewhat of a question mark.
again catch companies content deals driven expect group media
The acquisition demonstrates once again the attractiveness of the content group to prospective buyers. We expect to see more deals in 2006, driven in part by the need of traditional media companies ... to play catch up online.
aol business last shape terrible year
The AOL business has been in terrible shape the last year and a half,
absolutely impact loss profit remains
I think strategically it absolutely makes sense but its profit and loss impact remains unclear.
companies continue ebay pillars
Longer-term, the pillars of the Internet, companies like eBay and Yahoo! will continue to outperform,
cost cutting
I think cost cutting is part of it. Is it a big part? I don't know,
problem quantify
I think it's a trend. Problem is, you can't quantify it.
bad case coming knowing news sold stock
If Case and Parsons sold stock knowing there was bad news coming out of the company, that would be ugly.
ahead beginning bias bullish discount earnings fact fiscal fourth further however investors maintain quarter tracking
We maintain a bullish view, however predicated on indications that the fourth quarter is tracking inline/slightly ahead of expectations, an upward bias to fiscal 2006 earnings estimates, the fact that investors are beginning to look at and discount fiscal 2007 estimates, which make valuation multiples more palatable, and further consolidation into the New Year.
ad benefit branded business continued dollars driven holiday migration period pricing shopping volume
Yahoo's branded business should benefit from a combination of volume and pricing growth, driven by the holiday shopping period and by continued migration of ad dollars online.
expecting good question stock strong
We're expecting a very strong quarter. The question is will it be good enough to keep the stock going?
company extremely question strategy term
The question is, what kind of acquisition can they make? The company has been extremely tight-lipped as to what their long term strategy is.