George was definitely trying to dissuade the audience from the scare he put into investors earlier this week.
More Quotes from Martin Pyykkonen:
There is an increased intensity in the trend towards packet-switched equipment, ... Lucent gets about 50 percent of its revenue from older world technology products, and the growth rates on those products are heading to the lower single digits.Martin Pyykkonen
The basic question is this an Internet stock or a retailer
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I am certainly in the camp that this rumor makes little sense,
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If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.'
Martin Pyykkonen
Investors are treating eBay as the safest stock in the Internet, ... The good news for eBay is they have a defensible monopoly and it's hard to crack that.
Martin Pyykkonen
There's a lot of investor money chasing the obvious, well-known names.
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