Scott Kessler
Scott Kessler
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.
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.
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.
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.
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.
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.
exceeded matter time
It was just a matter of time before the expectations exceeded the results.
case free pay people ready
People are ready and able to pay for such services. For free isn't always the case anymore.
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,
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.