Mark Rowen
Mark Rowen
active challenges company customer enormous high increases lifetime massive rates value
In our opinion, such massive increases in active customers, coupled with massive increases in lifetime value, will be enormous challenges for a company with such high rates of customer defection.
dependent launch truck whether
Basically, (GM) is dependent on the new truck launch and whether it's accepted,
awesome impressive looking million reported
They had an awesome first quarter, ... They reported $313 million in revenue; we were looking for more like 248, 250. So it was a very, very impressive quarter.
balance grow improve lose money revenue shown
They've shown that they can grow revenue and lose a lot of money and they've shown that they can improve economics, but that slows revenue growth. They're going to have to find a balance to do both.
address although boost company consumer deal growth issues key lack music profitable strategic video
Although the deal is a psychological boost for Amazon, it does nothing to address the key strategic issues the company faces: namely, a lack of growth in its profitable boom, music and video segment, and a lack of profitability in its fast-growing consumer electronics business.
although appears argue based believe cents cheap clearly closer ebay estimates value
Clearly we are getting closer to the day when we'll be able to value eBay on traditional price/earnings metrics and although we would not argue that eBay is cheap based on our full-year 2001 EPS estimates of 40 cents a share, we do believe that eBay appears exceedingly inexpensive based on our full-year 2002 EPS estimate of 78 cents a share.
affordable appear center declines few holiday past percent price prices ready stage television
New television technologies appear ready to take center stage this holiday season, as price declines of 20 percent to 30 percent per annum over the past few years have made flat-panel big-screen prices affordable to upper-middle-class and even middle-class households,
addressing beginning companies crash excess large markets reaching scale sector seeing
After the bubble, the whole sector really started to crash and burn. But just like there was excess on the upside, there was excess on the downside, and what we're seeing now is that there are some real companies addressing very large markets that are now, for the first time, reaching scale and beginning to get to profitability.
awesome impressive looking million reported
They had an awesome first quarter. They reported $313 million in revenue; we were looking for more like 248, 250. So it was a very, very impressive quarter.
expect faster good internet
pretty good for a traditional retailer, but for an Internet company, we would expect much faster growth.
hurdles leap model work
Their model has a lot of hurdles that they need to leap to get it to work.
billion consumer firm hard high implicit product remaining rest segments toys understand value valued
In our view, the remaining $2.7 billion of firm value is an implicit valuation for the rest of the product categories. We find it hard to understand why segments such as consumer electronics and toys should be valued at such a high level.
believe companies highly investors provide shares upside valued
Therefore, if Yahoo! shares are to provide investors with significant upside potential, then we believe it will have to become one of the most highly valued companies in the world.
above awesome business extremely head internet leader model opinion profitable shoulders stands
Yahoo! in our opinion is the hands-down leader in the Internet portal space. It is well run, extremely profitable and its awesome business model stands head and shoulders above most Internet companies.