Safa Rashtchy
Safa Rashtchy
ebay issue lost
The issue is that eBay has lost some momentum,
amazon assume bottom consumer faster future grow holding means numbers online retail street wall
If the numbers are better than expected, Wall Street will assume Amazon can grow faster in the future and that bodes well for the bottom line. It would also means consumer spending, especially in the online retail arena, is holding up well.
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.
guidance looks quarter revenue
The revenue guidance for the first quarter looks pretty solid.
lower mean ownership seen stock stocks wider
Obviously, it will mean a wider ownership of the stock and potentially lower volatility. We've seen that with other stocks that have been in the S&P 500.
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.
acted low quarter rationally
Investors, surprisingly, acted rationally this quarter and had low expectations.
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.
guidance higher hopes people seems
For some reason, people had their hopes much higher than this, especially for the guidance. Everything seems to be in line.
ad advertising clear core dependent excited grow growth help line market outside people recovery seen since top
Yahoo! is still seen as heavily dependent on advertising, and since there is no clear recovery in the ad market yet, people aren't getting excited about Yahoo!. In reality, Yahoo! has diversified outside its core advertising market, and growth there will help it grow the top line nicely.
advertising brand largest yahoo
Yahoo is the largest destination for brand advertisers. Unfortunately, it has been overshadowed by search.
advertising bottom hit seeing slow slump
We have hit the bottom of the advertising slump and are seeing a slow recovery, ... Things are not getting worse, and they are getting progressively better.
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.