We continue to believe Amazon's valuation remains ahead of the size of its opportunity.
More Quotes from Holly Becker:
Furthermore, eBay -- which has held up relatively well versus other leading Internet companies -- has little valuation support.Holly Becker
Even after a 90 percent decline, we still think the stock is expensive, trading at 91 times 2001 earnings per share and 45 times earnings before interest, taxes, depreciation and amortization.
Holly Becker
Even after the recent decline, the stock appears rich at 36 times 2001 revenue and 150 times earnings. We remain cautious on Yahoo shares in front of several potentially low single-digit growth quarters.
Holly Becker
Yahoo is embarking on a major transformation. The company must now prove that online advertising is cost effective and integral to the marketing mix of traditional advertisers.
Holly Becker
The company must now prove that online advertising is cost effective and integral to the marketing mix of traditional advertisers. There is an expectation that after six to nine months of calling on traditional advertisers, dollars will come pouring in. Our research suggests that turning 'toe-dipping' budgets into real dollars may take over two years.
Holly Becker
The tone of the conference call was quite cautious. Coupled with a revised outlook on sales and marketing expenditures, it suggests that a re-acceleration of revenue growth will only come at the cost of earnings.
Holly Becker
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