We believe Yahoo's stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo's increasing market share and the conservative guidance.
More Quotes from Safa Rashtchy:
The guidance for 2005 is well below our forecast, and it implies a growth of only 14 percent. Our forecast was for growth of about 20 percent.Safa Rashtchy
I expect the tone of the conference call and the guidance they give to be more positive than investors expect.
Safa Rashtchy
Although the company is still growing at a pretty handsome rate, it hasn't been beating its numbers with substantial upside.
Safa Rashtchy
Microsoft is in the midst of repositioning MSN and they are going to get a property (AOL) that is also in the midst of repositioning Having to fix both at the same time is going to be a challenge.
Safa Rashtchy
If the numbers are better than expected, Wall Street will assume Amazon can grow faster in the future and that bodes well for the bottom line. It would also means consumer spending, especially in the online retail arena, is holding up well.
Safa Rashtchy
It just shows the strength of their non-advertising revenue.
Safa Rashtchy
Readers Who Like This Quotation Also Like:
Based on Topics: Advices Quotes, Conservative QuotesBased on Keywords: inflection, yahoos
In a fight you don't stop to choose your cudgels.
Nikita Khrushchev
You eventually get used to looking at girls picking their leotards out of their bums and that sort of stuff.
Adam Garcia
The human crisis is always a crisis of understanding: what we genuinely understand we can do.
Raymond Williams