Safa Rashtchy
Safa Rashtchy
believer consumer cutting draw expect expenses fuel gas higher lower people prices remember spending
On the surface, you would expect that gas prices would draw people online, but I am not a big believer in that, ... Remember that people are cutting back on spending because of higher expenses such as fuel and lower consumer confidence.
call conference expect guidance investors positive tone
I expect the tone of the conference call and the guidance they give to be more positive than investors expect.
advertising bring broader economic expect increase internet maturity online particular search sector spending together top trends
We also expect more spending on search advertising. On top of these broader economic sectors, we expect the Internet companies, in particular e-commerce players, will increase their spending noticeably. These trends together will bring more maturity to the online advertising sector in China.
beat companies expect people
People expect these companies to beat the numbers,
accelerate amazon definitely expect growth increase investors itself key model percent service year
The key for Amazon is definitely top-line growth in 2002 and beyond. Expectations are not that big. Our model is for a 12 percent increase year over year. That by itself is not enough. Investors expect growth will accelerate in 2003 and beyond, and for that to happen, they need to have some new service deals.
expect nice strong
It was a very strong performance. I would expect them to have a nice upside.
expects good margin million profit shows
Everyone expects them to make a profit on operations, but if they can make more than $10 million from operations, it shows they are making some good improvements in the margin as well.
believe chance expect good line positively react revenue stock top
We believe there is a good chance for revenue upside, and we expect the stock to react positively to any top line upside.
advertising almost bring business companies hated internet investors low margin margins media percent positive selling
It is a positive move. Investors almost hated the e-commerce business because a it was low margin operation, ... What they like about Internet media companies is they get 80-to-90 percent margins on advertising and sponsorships agreements. Why bring it down by selling something that has no margins?
due likely sign slowing
While some of the slowdown ... is likely due to seasonal effects, the significant drop-off is likely the sign of a more pronounced slowing in the real-estate market.
costs investors looking spending
What investors were looking for was for spending to go lower. But at least costs didn't go up even further.
amazon believe compared consider higher lack move stock
We believe Amazon will lack any catalysts to move it higher and we consider the stock overvalued compared to peers.
ability beating doubts eliminate estimates generate grow guidance last performance quarters raising strong three
Yahoo's strong performance this quarter, beating estimates and raising guidance, repeats its performance of the last three quarters and should eliminate doubts about the company's ability to generate and grow non-advertising revenues.
believe given increasing margin market point revenue share stock upside
We believe Yahoo!'s stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo!'s increasing market share and the conservative guidance.