Scott Kessler
Scott Kessler
considered far opportunity price pricing seem seized succeeded
They seized upon an opportunity and they succeeded at pricing a pretty sizeable offering. That's a price that doesn't seem far from what would be considered reasonable.
becoming clearly companies defensive ebay maybe respond three
Clearly these three companies are becoming increasingly competitive vis-a-vis EBay, and the thought is maybe EBay would want to respond with a defensive move.
matter time
It was just a matter of time before there was some consolidation of these gains.
exceeded matter time
It was just a matter of time before the expectations exceeded the results.
bound matter
It was bound to happen. It was just a matter of when.
beat second
That's a substantial beat when it comes to the second quarter, but the expectations were just way, way too high.
anytime companies future growth
The future of these two companies is bright. There are growth opportunities not just here in the U.S. but internationally. The companies are not going away anytime soon, notwithstanding any near-term fluctuation in the stocks.
adequately company couple invested investor past relations
The company has not adequately invested in investor relations during the past couple of years. It's pretty obvious.
appears attention based buy heck obvious pay people stocks
This is one of those stocks where it appears pretty obvious that people will buy it based on the company's fundamentals and are not going to pay a heck of a lot of attention to valuation,
community detailed focused goals helpful information investment providing recurring ultimately
I think that you can, as a company, be very, very focused on the long term, while also providing helpful and detailed information to the investment community on a recurring basis. And I think that is ultimately what one of the company's goals has to be for 2006.
amount company concern executing fair investing
There's a fair amount of concern about how the company is going about executing on its communications with the investing public.
behind guidance provide responsive scenes
There are a lot of things that they are doing behind the scenes that analysts aren't privy to. It's not only that they don't provide guidance and information, it's that sometimes they're not so responsive to questions.
both buy buyers cash consumers counter cycle cyclical economy extra raise reason since sit spending stock wonder
With eBay, you don't have to sit around and wonder what IT spending is going to look like or where the semiconductor cycle is, ... In some ways, it's a counter cyclical stock because both sellers and buyers will have more of a reason to transact when the economy isn't as good, since consumers may have a need to raise extra cash or buy used merchandise.