Mark Mahaney
Mark Mahaney
cyclical dollars employment figures growth less migration numbers secular steady trading
There is a steady migration of recruitment dollars going online, ... Employment figures are trading catalysts but this is a secular growth story, not a cyclical one, so month-to-month employment numbers are less and less relevant.
investors microsoft reminded search
Yahoo! and Microsoft have reminded investors that search is not a monopoly,
create major trade turbulence
Major lockups always create turbulence in shares. Usually we see a trade-off going into lockups.
create major trade turbulence
Major lockups always create turbulence in shares, ... Usually we see a trade-off going into lockups.
entered improve land left stock trade
In many respects, you've left fundamentals land and have entered expectations land. Fundamentals can improve and the stock can trade off if expectations aren't met.
higher likely money others piece price spend stock
The higher their stock price goes, the more likely that others are going to spend more money to get a piece of the action.
expenses marketing operating sales tough
It's tough to get a read on operating expenses in a quarter. There weren't expectations that there'd be a big sales and marketing increase.
commerce convinced holidays online reason though
Even though they may be a seasonal trade, I'm not convinced that the holidays are the reason you want to own online commerce stocks.