Mark Rowen
Mark Rowen
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.
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Basically, (GM) is dependent on the new truck launch and whether it's accepted,
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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.
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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.
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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.
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.
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.
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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.
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We think that this merger is going to create a very powerful company. It's the largest online travel agency in the largest online retail sector. We think at these price levels, it is severely undervalued.
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We believe we're moving ever closer to the light at the end of the valuation tunnel on eBay. We find it interesting and amusing to note that as investors' risk/reward ratio had dramatically improved, the market has become increasingly jittery about the future prospects for eBay.