Scott Kessler
Scott Kessler
acquiring building clearly company logical opposed
MSN was the one that may have been a logical acquiring company but they are clearly building as opposed to buying,
ability execute focus fourth invest manage people quarter tax
I think a lot of people are rationalizing the fourth quarter as a one-time tax hit. I don't agree. This indicates the company's need to focus on and invest in its ability to more effectively forecast, manage and execute its international operations.
argue click company emergence felt folks fraud given high material meeting nature profile
I think a lot of folks who were at that meeting felt pretty chagrined, I would argue this is still pretty material information, given the high profile nature of this company and the emergence of click fraud as a high-profile subject.
case free pay people ready
People are ready and able to pay for such services. For free isn't always the case anymore.
bunch business company cover difficult follow name
It has been a difficult company to track. If the name hasn't changed, the business has changed. There's been a bunch of different acquisitions and divestitures. It's a more challenging company to cover and follow as an investor.
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.
ads biggest category deal importance online search shows
The deal shows the importance of search ads for AOL. Search has been and will be the biggest category of online ads.
becomes clearly question quite remaining
The question is what becomes of the remaining businesses, which are clearly quite weak.
continue continues good invest point steps yahoo
The point is that Yahoo continues to invest very, very significantly in this area, and is doing good things, and will continue to do good things, which steps up the pressure.
attracted imagine microsoft result worried
I can't imagine that Microsoft would be worried as a result of this. On the other hand, it's something that probably has attracted their interest.
crown jewel time union western
For some time now Western Union has been the crown jewel of this company.
allow area detail engage grey providing understand
More detail to allow analysts to better understand and engage in forecasting would be great. There's a grey area where they're not providing guidance, but they can give us more information.
businesses challenged company consider decided itself prized retain successful
Essentially, the company has decided to divest itself of its, by far, most successful and most prized business, and it's going to retain two businesses that I consider challenged at this point.
backseat billion casually clearly company far happen people publicly taken thousands traded web
This is a $100 billion publicly traded company with tens of thousands of shareholders. Clearly you have a lot of shareholders that have so far taken a backseat to people who casually happen upon the Web site.