I think a lot of people are rationalizing the fourth quarter as a one-time tax hit. I don't agree. This indicates the company's need to focus on and invest in its ability to more effectively forecast, manage and execute its international operations.
More Quotes from Scott Kessler:
MSN was the one that may have been a logical acquiring company but they are clearly building as opposed to buying,Scott Kessler
Nobody really believes that the consensus is what the company is being measured by at this point. It's some other number.
Scott Kessler
The company has not adequately invested in investor relations during the past couple of years. It's pretty obvious.
Scott Kessler
I'm just having trouble getting my arms around this. Why not buy a smaller player, or build it themselves I just don't see why you spend that kind of money.
Scott Kessler
I'd hesitate to characterize this is as comparable to what was going on in the late 1990s. Not every Internet stock is doing well.
Scott Kessler
It doesn't make a lot of sense. When people think of eBay, they think of auctions and commerce. They don't think of communications.
Scott Kessler
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