Philip Remek
Philip Remek
chairs company deck family given looks major signals
It looks like they're shuffling deck chairs for the family. Given that this company is a family dynasty, I don't think it signals any major changes.
consider great
I think, operationally, this was a great quarter. I don't consider it a miss.
imagine industry model waiting watching
It could be a model for radio. I imagine that much of the industry is watching and waiting to see how it does.
current deal pay
If the deal is done, it won't be for much more than the current price. I don't think anybody's going to pay up to $40 (per share).
market percent
They already have 80 percent market share, where are they going to go from here but down?
amazon basically giving guidance negative quarter seen sentiment
There has been such negative sentiment around Amazon that just making the quarter and giving basically in-line guidance is going to be seen as positive.
great high wall wrong
Wall Street's expectations are so high that even when you have an operationally great quarter, that wasn't enough for the Street. There's nothing wrong here.