Martin Pyykkonen
Martin Pyykkonen
evidence numbers seem solid support
The evidence and the numbers seem to support that, no, it was not. It was a good, solid quarter.
continuing low range revenue street toward
I'd say it's disappointing, because it's continuing to show a revenue deceleration. Their range is more toward the low end of the Street estimates.
revenue thinking
It confirms what I've been thinking about revenue deceleration.
formal guidance revenue seen
His implication was that it was revenue without it being seen as formal guidance from the company.
admitting basically camp certainly core ebay market move rumor sort
I am certainly in the camp that this rumor makes little sense. If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.
audience definitely earlier george investors scare trying
George was definitely trying to dissuade the audience from the scare he put into investors earlier this week.
aggressive margins overall pricing stuck
Amazon's aggressive pricing will keep overall margins stuck in the mud.
high waits
It's very high margin. And Yahoo! just sits and waits for the checks.
coming compared numbers recent revenue showing
Compared to the blow-out revenue numbers in recent quarters, what it's showing is coming in right at the mean.
anybody buyers card concerned consumers credit ebay fall interest lack rates
I don't think anybody is concerned that eBay is going to fall apart. But there could be a lack of buyers if interest rates keep going up and consumers are more concerned about credit card debt.
continues deal demand optical technology
Demand for optical technology is insatiable. As long as demand continues then think this deal would do well. I don't see demand to let up.
hurt stocks
The stocks are not cheap, so any hiccup could hurt,
data improve investor networking outside past quickly year
Things unraveled more quickly in the past year than they thought internally, so they need to get someone from the outside to improve investor perception, preferably someone from the data networking industry.
good stocks
Fundamentals are still strong. But for stocks like these, it's not good enough to keep them going up.