There's a fair amount of concern about how the company is going about executing on its communications with the investing public.
More Quotes from Scott Kessler:
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.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
The point is that Yahoo continues to invest very, very significantly in this area, and is doing good things, and will continue to do good things, which steps up the pressure.
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
This is a company that people bought and put away. But it was made clear in January that you couldn't do that. There is increased skepticism about eBay.
Scott Kessler
The company has not adequately invested in investor relations during the past couple of years. It's pretty obvious.
Scott Kessler
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