Martin Pyykkonen
Martin Pyykkonen
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.
baked beyond estimates including large law manage numbers people quarter softer trying
The law of large numbers was already baked into most estimates out there, including mine. You have to wonder, is he signaling anything beyond that? Is the first quarter going to be softer than people are expecting, and are they trying to manage those expectations?
channel complain ebay fee increases until
Most eBay sellers, until there's another channel that has significant volume, will stay. They may grumble and complain about fee increases but eBay is in the driver's seat,
activity ad head internet seen stuck
We haven't seen much activity on the Internet from the traditional ad agencies. They have had their head stuck in the sand,
minus percent plus stuck
That 6 percent plus or minus is about where they're stuck at.
help true value
It does help you to get some idea of the true value of what you are selling.
gets goes less ratio
With every $100 that goes by, the risk/reward ratio gets less appealing.
good stocks
Fundamentals are still strong. But for stocks like these, it's not good enough to keep them going up.
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.
gets growth heading increased intensity lower older percent products rates revenue single technology towards trend
There is an increased intensity in the trend towards packet-switched equipment, ... Lucent gets about 50 percent of its revenue from older world technology products, and the growth rates on those products are heading to the lower single digits.
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.
camp certainly rumor
I am certainly in the camp that this rumor makes little sense,
solid wrong
This seems, on balance, a solid report, with nothing wrong in the quarter,
buy guidance quarter stocks third
Nobody's going to buy these stocks on third quarter guidance and numbers.