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.
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.