AOL recognized that they needed to shift from selling content, which wasn't practical, to relying on advertising. They're heading in the right direction.
More Quotes from Martin Pyykkonen:
...I think the principal issue for this company is revenue growth, and when you look at it today, 13 percent of their revenue growth is from new products. But the problem is it's only 13 percent of their revenue. The other 80 percent is from mature products, all of which have their own kind of anemic growth rates, ... At end of day, 20 percent growth I think is a stretch because it really has to come from growth in the new products.Martin Pyykkonen
There are a lot of moving parts with the economic, overly regulatory and political climates in China, but the potential is so great. The real question is, when does the payoff come
Martin Pyykkonen
I don't think anybody is concerned that eBay is going to fall apart. But there could be a lack of buyers if interest rates keep going up and consumers are more concerned about credit card debt.
Martin Pyykkonen
His implication was that it was revenue without it being seen as formal guidance from the company.
Martin Pyykkonen
Terms of the settlement, although not disclosed, would suggest some sort of payment was made, but that a trial has been avoided,
Martin Pyykkonen
There's much more downside risk in the stock between now and Thanksgiving, and unless Q4 is blowout, at least until Valentine's Day when the full allotment of shares is eligible for sale,
Martin Pyykkonen
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