We are in the midst of an inflection point for Yahoo -- and the online advertising industry in general -- that finally pushes Internet marketing into the mainstream and sets the stage for robust growth.
More Quotes from Derek Brown:
The quarter was phenomenal. It was another in a long line of outstanding quarters by a company that really in almost every way is separated from its Internet peers.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
Other Internet companies are not likely to blow through their quarters the way they have in the past,
Derek Brown
The online advertising market still seems to be struggling. It's difficult to look at that and see substantial near-term growth.
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
I thought we hung in there for awhile and played well in stretches. On our level mainly it's not as quick, not as fast up and down the floor.
Derek Brown
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