Jeetil Patel
Jeetil Patel
fee longer pay premium search service
In the longer term, we're going to see more fee announcements. Will Yahoo! search be a service you have to pay for? No. But you'll have to pay for premium services.
across beyond business far impressive looking numbers showing solid
It indicates business was pretty solid and far beyond expectations. I think it's going to be a volume-driven business going forward. It's a pretty impressive showing looking at numbers across the board.
amazon beneficial inventory nice
At the same time, Amazon doesn't have to do any distribution or fulfillment or even take any inventory risk. It's a nice beneficial model.
bet couple investors leaders leaders-and-leadership might players prove sector taking tough worth
The leaders are the ones to bet on at this point, but it might be a tough summer. I think we need to see a couple of players prove to investors that this is a sector that's worth taking a look at.
number seen
The number is unprecedented. We've probably never seen anything like this.
active base besides customer perspective
My perspective is the customer base isn't as active as they've historically been. We haven't see a whole lot besides an e-mail service.
business continued core deals engine existing growth service within
That's the most important engine for growth. It's going to be through the service deals and growth within the existing service deals. It's also going to be through continued growth in the U.S. core business and international.
tend
Expectations, unofficial ones, tend to get much higher.
fee growth improved increases key question rates remains whether
The key question now remains whether the fee increases and improved growth rates are sustainable.
ability achieve becoming company concerned growth regarding
We ... are becoming increasingly concerned regarding the sustainability of growth for the company and its ability to achieve expectations in coming quarters.