Youssef Squali
Youssef Squali
aol business last shape terrible year
The AOL business has been in terrible shape the last year and a half,
attempts board company plans remain signals
This signals that the board plans for the company to remain independent as its attempts a turnaround.
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.
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.
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.
assume company estimates indeed running watch
For 2002, they may indeed come in and assume more conservative estimates because Dick Parsons is running the show, ... It will be his watch and so the company will have to make the numbers.
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?
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.
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.
anybody aol balance charge looked placing potential sheet understood value
Anybody that looked at their balance sheet and at how much value they were placing on AOL understood there was a potential impairment charge there.
companies depressed group investors past seeing three today worth
This group as a whole has been depressed in the past three months. I think what you're seeing today is that investors think these companies should be worth a lot more,
financial move needle short
Strategically its very important. From a financial perspective, its not enough to move the needle in the short term.
absolutely impact loss profit remains
I think strategically it absolutely makes sense but its profit and loss impact remains unclear.
cost cutting
I think cost cutting is part of it. Is it a big part? I don't know,