We had revised our numbers up twice and they still beat them. This is a strong indicator that ETrade is going to perform well.
More Quotes from Bill Burnham:
This was the obvious thing that they should have done about two years ago. I think they lost a lot of ground by being indecisive between now and then. And it's a little disconcerting that they're waiting until December to actually get this up and running.Bill Burnham
Most sites aren't personalized, because they've only just gotten their basic businesses up on the Web. But we'll see almost all of the major commerce sites offer personalization within the next two to three years.
Bill Burnham
People are looking for some indications, what are the core growth rates in the Internet and how is that going to affect the other Internet stocks, and that is why they are so fixated on Yahoo.
Bill Burnham
You don't keep customers by insulting them or downgrading them, ... When you're in a meeting with buy-side clients, you say 'This is an investment banking client.' It's a code word for 'I'm not going to be harsh on this client,' or 'You need to read between the lines.'
Bill Burnham
They generate the majority of their revenues now from the tax programs, ... Perhaps they're just reiterating their commitment to the Mac platform.
Bill Burnham
You're asking firms to alienate 95 of their revenue-producing assets their brokers for 5 of the business.
Bill Burnham
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