Scott Reamer
Scott Reamer
beat damn estimates growth percent quarter revenue slow wide
They beat my revenue estimates by a wide margin. Twenty-one percent sequential growth in a seasonally slow quarter is pretty damn good.
fact good high mark means model relative seen towards water
It is a good development psychologically. We've seen the high water mark relative to losses. It means the model has shifted, that they are in fact working towards profitability.
america business focus great huge management market obsessive online saw stock unusual
We see many of the same characteristics in this stock that we saw in America Online back in 1995. A great management team, a huge market opportunity, an obsessive focus on customers, an unusual and misunderstood business model, and dysfunctional competitors.
incentives indeed needed number provide question
The question is, what incentives and what discounts have they needed to provide to get to that number and indeed just what is their operational efficiency?