Martin Pyykkonen
Martin Pyykkonen
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.
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.
achilles data middle networking networks optical position strongest wireless
Lucent doesn't have the position in data networking that Cisco and Juniper Networks have, ... They are strongest in optical networking; in wireless they are competitive but in the middle of the pack; and data networking is their Achilles heel.
formal guidance revenue seen
His implication was that it was revenue without it being seen as formal guidance from the company.
revenue thinking
It confirms what I've been thinking about revenue deceleration.
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.