Derek Brown
Derek Brown
advertising finally general industry internet mainstream marketing midst online point pushes robust sets stage yahoo
We are in the midst of an inflection point for Yahoo -- and the online advertising industry in general -- that finally pushes Internet marketing into the mainstream and sets the stage for robust growth.
becomes guidance increase less mean quarter seems strong
With the increase in guidance and a very strong quarter under its belt, valuation becomes less of an issue, but it doesn't mean that it's off the table. The valuation seems full,
advertising difficult market online seems
The online advertising market still seems to be struggling. It's difficult to look at that and see substantial near-term growth.
business core half strip struggled
When you strip out those acquisitions and new partnerships to really get a sense of what the company's core business is doing, it really struggled through the first half of the year.
ebay few longer meaningful perception
There is no longer a perception that eBay has few meaningful competitors.
beyond hopefully looking
He doesn't know us that well. Hopefully he'll be looking beyond us to Tuesday.
beyond hopefully ladies looking
He doesn't know us that well (and) hopefully he'll be looking beyond us. Hopefully their ladies will too. Things can happen.
changed growing itself rapidly sector seen
But the sector itself is still a nascent, high-margin, rapidly growing industry. And the indications we've seen are that it hasn't changed much.
believe catalyst company continue core cycle ebay entering future growth internet limit mature meaningful phase potential struggling upside view
We continue to view eBay as a core Internet holding. However, we are still struggling to find a meaningful near-term catalyst and believe that the company is entering a more mature phase of its growth cycle that could limit potential upside in future quarters.
allowed coming everybody experience forward front gets kids looking people together younger
People were looking forward to her coming back. She's a very big part of our team, not just on the floor. She's one of the co-captains and she gets everybody going. Without her, it allowed all of our younger kids to get experience on the front line. So things started to come together after that.
definitely discipline ethic force great reckoned time work
She has a great work ethic and will definitely be a force to be reckoned with for a long time with that discipline and motivation.
across crossover ebay quarter seems several
Much to everyone's surprise, eBay seems to have had a much better quarter across several crossover categories.
chance fall legitimate short
legitimate chance that Yahoo! could fall short (of estimates) in the (fourth) quarter.
aware comfort confident consumers greater level security shopping
There's a greater level of comfort shopping online. Consumers are more used to the environment. They're more confident and aware of security issues.