More detail to allow analysts to better understand and engage in forecasting would be great. There's a grey area where they're not providing guidance, but they can give us more information.
More Quotes from Scott Kessler:
A lot of these companies look at AOL as an entity that has huge traffic, a substantial number of users, a fair amount of subscribers and access to unique and differentiated content and services, ... Right now, it is very prized real estate when it comes to the Internet, particularly because its valuation may be depressed since it is in the midst of an ongoing turnaround, and part of a large conglomerate.Scott Kessler
The question is what becomes of the remaining businesses, which are clearly quite weak.
Scott Kessler
It has been a difficult company to track. If the name hasn't changed, the business has changed. There's been a bunch of different acquisitions and divestitures. It's a more challenging company to cover and follow as an investor.
Scott Kessler
Clearly these three companies are becoming increasingly competitive vis-a-vis EBay, and the thought is maybe EBay would want to respond with a defensive move.
Scott Kessler
People are ready and able to pay for such services. For free isn't always the case anymore.
Scott Kessler
We are not recommending that investors purchase shares. However, after it fell materially over the past few weeks, we see the stock as reasonably valued.
Scott Kessler
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