Martin Pyykkonen
Martin Pyykkonen
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.
although payment sort suggest terms trial
Terms of the settlement, although not disclosed, would suggest some sort of payment was made, but that a trial has been avoided,
aggressive margins overall pricing stuck
Amazon's aggressive pricing will keep overall margins stuck in the mud.
bit definitely positive renewal
The renewal was a little bit of a surprise. It's definitely a positive for Yahoo!.
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.
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.
amazon argue ask business internet investors low margins question
The profitability of the business hasn't been any better than it has been. It is still low margins and price-competitive. The question investors should ask is if Amazon is a retailer or an Internet stock. I would argue that it is a retailer.
quarter
The expectations going into the quarter weren't very high. Overall, it was an in-line quarter with in-line guidance.
bit definitely earnings imagined looking wildest
There is definitely a bit of a 'wow factor' here. The (company's) earnings are looking better than you could have imagined in your wildest dreams.
among heading investors positive product rumors secondary sentiment
The product rumors are secondary to the positive sentiment among investors heading into the first-quarter results.
formal guidance revenue seen
His implication was that it was revenue without it being seen as formal guidance from the company.
crack ebay good hard investors monopoly news safest stock treating
Investors are treating eBay as the safest stock in the Internet, ... The good news for eBay is they have a defensible monopoly and it's hard to crack that.
revenue terms
In terms of prudence, you would like to see other revenue streams.