Scott Devitt
Scott Devitt
affecting environment gone looking optimistic overly people tech
The macro environment is affecting technology. You've gone from where people were overly optimistic about tech to where people are looking for change.
ebay fact forward good guidance lower miss moderately possible raised street wall
Ebay put out good numbers. Wall Street had already priced in a possible miss or even lower guidance going forward but that did not happen. Ebay in fact moderately raised expectations. So that's a good thing.
products seeing
Right now we're seeing the costs. We don't know what the new products will be.
amazon both business hit united
Amazon is really getting hit from both sides. The business environment, especially in the United States, is very, very competitive.
attractive certainly holder shares time
In our opinion, it's not time to become a holder yet, but certainly the shares are more attractive in the mid-$US300s than the mid-$US400's.
betting change technology voice within
They're betting on a change in the technology within voice communications,