The company is clearly operating in a really attractive market right now, but the valuation fully recognizes that,
More Quotes from Derek Brown:
Investors are trying to assess whether management is being conservative in their guidance or if there are elements of the business which may not be performing as well as investors have anticipated.Derek Brown
I think it's real good to have a game like this. I tried to play my second team more than I usually do, because I want to get them acclimated to playoff (atmosphere), and I thought this was kind of a tournament game. Fred's kids played very hard and they did a good job. What they do is execute probably better than anybody in the league, and I wanted to get my kids used to coming across screens, because (the Hawks) set a lot of screens.
Derek Brown
Just about any industry you can imagine is going to be impacted in some way,
Derek Brown
Importantly, our comments are meant only to reflect near-term conditions, not long-term questions about the viability of online advertising.
Derek Brown
We continue to view eBay as a core Internet holding. However, we are still struggling to find a meaningful near-term catalyst and believe that the company is entering a more mature phase of its growth cycle that could limit potential upside in future quarters.
Derek Brown
Look at the success of J. Crew or L.L. Bean, ... Catalog companies have to show their items with pictures. J. Crew is a good example of a company that's done a good job of replicating the feel of their catalog online.
Derek Brown
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