Youssef Squali
Youssef Squali
aol business last shape terrible year
The AOL business has been in terrible shape the last year and a half,
absolutely impact loss profit remains
I think strategically it absolutely makes sense but its profit and loss impact remains unclear.
cost cutting
I think cost cutting is part of it. Is it a big part? I don't know,
problem quantify
I think it's a trend. Problem is, you can't quantify it.
companies continue ebay pillars
Longer-term, the pillars of the Internet, companies like eBay and Yahoo! will continue to outperform,
company extremely question strategy term
The question is, what kind of acquisition can they make? The company has been extremely tight-lipped as to what their long term strategy is.
expecting good question stock strong
We're expecting a very strong quarter. The question is will it be good enough to keep the stock going?
ahead beginning bias bullish discount earnings fact fiscal fourth further however investors maintain quarter tracking
We maintain a bullish view, however predicated on indications that the fourth quarter is tracking inline/slightly ahead of expectations, an upward bias to fiscal 2006 earnings estimates, the fact that investors are beginning to look at and discount fiscal 2007 estimates, which make valuation multiples more palatable, and further consolidation into the New Year.
bad case coming knowing news sold stock
If Case and Parsons sold stock knowing there was bad news coming out of the company, that would be ugly.
clear continue indication numbers question revenue seeing somewhat
What we are not seeing is a clear indication for the 2002 revenue numbers and that will continue to be somewhat of a question mark.
attempts board company plans remain signals
This signals that the board plans for the company to remain independent as its attempts a turnaround.
financial move needle short
Strategically its very important. From a financial perspective, its not enough to move the needle in the short term.
anybody aol balance charge looked placing potential sheet understood value
Anybody that looked at their balance sheet and at how much value they were placing on AOL understood there was a potential impairment charge there.
companies depressed group investors past seeing three today worth
This group as a whole has been depressed in the past three months. I think what you're seeing today is that investors think these companies should be worth a lot more,