Mark Rowen Quotes (22 Quotes)

We believe the company is building a war chest for future acquisitions,

Their model has a lot of hurdles that they need to leap to get it to work.

pretty good for a traditional retailer, but for an Internet company, we would expect much faster growth.

None of them are making money. Investors believe it is going to be difficult to make the economic model profitable.

We anticipate 601 million in total revenue and 385 million in U.S. book, music, video revenue from Amazon in the third quarter, ... Our 385 million books, music, video projection is flat with second-quarter results however, if Amazon's sequential revenue growth in the sector actually comes in at 12 percent or higher, we believe the company could record as much as 650 million in total revenue.

In our view, the remaining 2.7 billion of firm value is an implicit valuation for the rest of the product categories. We find it hard to understand why segments such as consumer electronics and toys should be valued at such a high level.

They clearly, the two of them, have the best sites out there consumers love going there and booking their own business.

The higher out-of-stock position suggests that either Toys 'R' Us is not allocating additional product to its online store, or that sales at both the online and physical stores are significantly higher than plan and Toys 'R' Us does not have available inventory, ... We believe it calls into question one of the key benefits of the AmazonToys 'R' Us alliance, and suggests a possible lack of alignment between the partners.

In theory, in order for free shipping offers to be successful, the company would have to generate enough incremental revenue and contribution profit to pay for the cost of the shipping promotion. However, we believe Amazon.com has consistently failed to generate anywhere near the amount of incremental revenue and profit needed to pay for the lost shipping fees.

In our sum-of-the-parts valuation, we estimate that intrinsically, the stock could be worth as much as 27 a share, if all of the value were unlocked. While its is unclear whether management will choose to or be able to unlock some or all of this 'hidden' value, the company stated that it is conducting a strategic evaluation on all of its assets.

Basically, (GM) is dependent on the new truck launch and whether it's accepted,

Despite disappointing results in the core toy business last year, we are upgrading our rating on the company based on a revised sum-of-the-parts valuation,

With 2001 revenue growth rates now expected to be in a range of 9 to 18 percent and earnings per share growth expected to be negative 12 to 33 percent, we believe Yahoo's price-earnings multiple will contract until the company is able to demonstrate significantly higher growth rates.

Yahoo in our opinion is the hands-down leader in the Internet portal space. It is well run, extremely profitable and its awesome business model stands head and shoulders above most Internet companies.

Therefore, if Yahoo shares are to provide investors with significant upside potential, then we believe it will have to become one of the most highly valued companies in the world.

New television technologies appear ready to take center stage this holiday season, as price declines of 20 percent to 30 percent per annum over the past few years have made flat-panel big-screen prices affordable to upper-middle-class and even middle-class households,

Although the deal is a psychological boost for Amazon, it does nothing to address the key strategic issues the company faces namely, a lack of growth in its profitable boom, music and video segment, and a lack of profitability in its fast-growing consumer electronics business.

We think that this merger is going to create a very powerful company. It's the largest online travel agency in the largest online retail sector. We think at these price levels, it is severely undervalued.

In our opinion, such massive increases in active customers, coupled with massive increases in lifetime value, will be enormous challenges for a company with such high rates of customer defection.

They've shown that they can grow revenue and lose a lot of money and they've shown that they can improve economics, but that slows revenue growth. They're going to have to find a balance to do both.

We believe we're moving ever closer to the light at the end of the valuation tunnel on eBay,

After the bubble, the whole sector really started to crash and burn. But just like there was excess on the upside, there was excess on the downside, and what we're seeing now is that there are some real companies addressing very large markets that are now, for the first time, reaching scale and beginning to get to profitability.