The law of large numbers was already baked into most estimates out there, including mine. You have to wonder, is he signaling anything beyond that Is the first quarter going to be softer than people are expecting, and are they trying to manage those expectations
More Quotes from Martin Pyykkonen:
Things unraveled more quickly in the past year than they thought internally, so they need to get someone from the outside to improve investor perception, preferably someone from the data networking industry.Martin Pyykkonen
There's a lot of investor money chasing the obvious, well-known names.
Martin Pyykkonen
I don't think anybody is concerned that eBay is going to fall apart. But there could be a lack of buyers if interest rates keep going up and consumers are more concerned about credit card debt.
Martin Pyykkonen
It's really volume driven. There are more and more search queries so growth should continue on the ad front,
Martin Pyykkonen
There is an increased intensity in the trend towards packet-switched equipment, ... Lucent gets about 50 percent of its revenue from older world technology products, and the growth rates on those products are heading to the lower single digits.
Martin Pyykkonen
The profitability of the business hasn't been any better than it has been. It is still low margins and price-competitive. The question investors should ask is if Amazon is a retailer or an Internet stock. I would argue that it is a retailer.
Martin Pyykkonen
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