Martin Pyykkonen Quotes (26 Quotes)

It's really volume driven. There are more and more search queries so growth should continue on the ad front,

The basic question is this an Internet stock or a retailer

Things unraveled more quickly in the past year than they thought internally, so they need to get someone from the outside to improve investor perception, preferably someone from the data networking industry.

Lucent doesn't have the position in data networking that Cisco and Juniper Networks have, ... They are strongest in optical networking in wireless they are competitive but in the middle of the pack and data networking is their Achilles heel.

The law of large numbers was already baked into most estimates out there, including mine. You have to wonder, is he signaling anything beyond that Is the first quarter going to be softer than people are expecting, and are they trying to manage those expectations

George was definitely trying to dissuade the audience from the scare he put into investors earlier this week.

There is an increased intensity in the trend towards packet-switched equipment, ... Lucent gets about 50 percent of its revenue from older world technology products, and the growth rates on those products are heading to the lower single digits.

There's much more downside risk in the stock between now and Thanksgiving, and unless Q4 is blowout, at least until Valentine's Day when the full allotment of shares is eligible for sale,

If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.'

Terms of the settlement, although not disclosed, would suggest some sort of payment was made, but that a trial has been avoided,

Investors are treating eBay as the safest stock in the Internet, ... The good news for eBay is they have a defensible monopoly and it's hard to crack that.

I am certainly in the camp that this rumor makes little sense,

The sentiment is tired in terms of the Internet universe.

This seems, on balance, a solid report, with nothing wrong in the quarter,

It's not that things are perfect, and you could argue that things are still early in the history of the Internet, ... but the business models that are built on it are more real and concrete.

The stocks are not cheap, so any hiccup could hurt,

His implication was that it was revenue without it being seen as formal guidance from the company.

I don't think anybody is concerned that eBay is going to fall apart. But there could be a lack of buyers if interest rates keep going up and consumers are more concerned about credit card debt.

AOL recognized that they needed to shift from selling content, which wasn't practical, to relying on advertising. They're heading in the right direction.

There are a lot of moving parts with the economic, overly regulatory and political climates in China, but the potential is so great. The real question is, when does the payoff come

It does help you to get some idea of the true value of what you are selling.

There's a lot of investor money chasing the obvious, well-known names.

The company has so far given no indication about plans for a stock split. But whether someday we're at a Berkshire Hathaway stock price, who knows

The profitability of the business hasn't been any better than it has been. It is still low margins and price-competitive. The question investors should ask is if Amazon is a retailer or an Internet stock. I would argue that it is a retailer.

We haven't seen much activity on the Internet from the traditional ad agencies. They have had their head stuck in the sand,

...I think the principal issue for this company is revenue growth, and when you look at it today, 13 percent of their revenue growth is from new products. But the problem is it's only 13 percent of their revenue. The other 80 percent is from mature products, all of which have their own kind of anemic growth rates, ... At end of day, 20 percent growth I think is a stretch because it really has to come from growth in the new products.