Derek Brown
Derek Brown
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.
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.
ebay gives leverage marketing resource search
It gives eBay a new resource to leverage in search marketing efforts.
drew experience last
They don't know it's like to lose. I think the experience they had last season, they drew from that.
advertiser behavior borne changes concerns observed obvious quarter seems
There were some concerns about paid-search pricing, ... but we observed no obvious changes in advertiser behavior during the quarter and that seems to be borne out by Yahoo!'s results.
awhile fast hung level mainly played
I thought we hung in there for awhile and played well in stretches. On our level mainly it's not as quick, not as fast up and down the floor.
hung minutes played
I think we hung in there for a while. They played well in stretches. We played for about 25 minutes and then we just couldn't keep up anymore.
fairly good group indicator internet others
Yahoo! has been a fairly good indicator of how others in the Internet group perform, ... buy.