The stock's had a big run. The way to do it on these shares is to wait for the opportunities. I prefer to recommend a stock when the expectations are lower,
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Now we see a clear long-term deceleration trend.Mark Mahaney
It's very difficult to manage this kind of growth--they hired 800 people last quarter, and when you grow that fast, how do you know that all the people you've hired will be employed as efficiently Problems inevitably occur when you're ramping up at this rate.
Mark Mahaney
That's a fairly sizable number. It's conceivable that some of the movement in the stock in September may have been some near-term short covering.
Mark Mahaney
very good merger and acquisition track record.
Mark Mahaney
Sentiment on search has been neutral to negative this quarter. This is a data point that supports the strength in online advertising for the long-term,
Mark Mahaney
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