Derek Brown
Derek Brown
ebay few longer meaningful perception
There is no longer a perception that eBay has few meaningful competitors.
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.
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.
fairly good group indicator internet others
Yahoo! has been a fairly good indicator of how others in the Internet group perform, ... buy.
drew experience last
They don't know it's like to lose. I think the experience they had last season, they drew from that.