Yahoo has been a fairly good indicator of how others in the Internet group perform, ... buy.
More Quotes from Derek Brown:
I thought we hung in there for a while. The game we're used to is not as quick. It's not as fast up and down the floor. We played for about 25 minutes and then we just couldn't keep up anymore.Derek Brown
But the sector itself is still a nascent, high-margin, rapidly growing industry. And the indications we've seen are that it hasn't changed much.
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
There is no longer a perception that eBay has few meaningful competitors.
Derek Brown
There were some concerns about paid-search pricing, ... but we observed no obvious changes in advertiser behavior during the quarter and that seems to be borne out by Yahoo's results.
Derek Brown
Trust and safety is a huge division in the company. They have a number of safeguards in place, but it is a very diverse market place. The question, I think, is are they doing enough Could they be doing more Should they be doing more
Derek Brown
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