Safa Rashtchy Quotes (27 Quotes)

Yahoo's strong performance this quarter, beating estimates and raising guidance, repeats its performance of the last three quarters and should eliminate doubts about the company's ability to generate and grow non-advertising revenues.

We also expect more spending on search advertising. On top of these broader economic sectors, we expect the Internet companies, in particular e-commerce players, will increase their spending noticeably. These trends together will bring more maturity to the online advertising sector in China.

Apparently the average selling price of items on eBay was good last quarter. That certainly would have helped with profits.

It's only possible to underestimate eBay. They set a high bar but they seem to be able to meet and exceed it every time.

I expect the tone of the conference call and the guidance they give to be more positive than investors expect.

There's been a string of bad luck and sloppy disclosure which does reduce the confidence of investors, especially those with shorter-term horizons.

Crossing the 50-percent threshold on broadband usage, increasing focus of traditional media companies on Internet, and most importantly, the gradual but profound change in consumers' behavior for content consumption is pushing many more advertisers to allocate more dollars online at the expense of traditional media.

It just shows the strength of their non-advertising revenue.

It is a positive move. Investors almost hated the e-commerce business because a it was low margin operation, ... What they like about Internet media companies is they get 80-to-90 percent margins on advertising and sponsorships agreements. Why bring it down by selling something that has no margins.

If Amazon produces the numbers, nobody will care. If the growth isn't there, then I think it will become more of an issue. Why isn't there the disclosure level that we would expect

Yahoo is still seen as heavily dependent on advertising, and since there is no clear recovery in the ad market yet, people aren't getting excited about Yahoo. In reality, Yahoo has diversified outside its core advertising market, and growth there will help it grow the top line nicely.

but I think eBay and even Amazon have reached pretty high valuations that can't be supported even with their growth rate.

The key for Amazon is definitely top-line growth in 2002 and beyond. Expectations are not that big. Our model is for a 12 percent increase year over year. That by itself is not enough. Investors expect growth will accelerate in 2003 and beyond, and for that to happen, they need to have some new service deals.

Amazon insists it is still on the path to double-digit operating margin, despite the fact the 2005 guidance distinctly suggests a reversal of this course with declining incremental operating margin. Clearly, something is amiss here.

With growth pushed off until 2007 and beyond, we would not be active buyers yet but rather look for potential catalysts over the next year.

It's alarming, ... because you don't know if they are spending more because of exciting new products that could come out in the near future or because of competitive pressure to keep up with everyone else.

Although the company is still growing at a pretty handsome rate, it hasn't been beating its numbers with substantial upside.

If the numbers are better than expected, Wall Street will assume Amazon can grow faster in the future and that bodes well for the bottom line. It would also means consumer spending, especially in the online retail arena, is holding up well.

We have hit the bottom of the advertising slump and are seeing a slow recovery, ... Things are not getting worse, and they are getting progressively better.

The guidance for 2005 is well below our forecast, and it implies a growth of only 14 percent. Our forecast was for growth of about 20 percent.

Competition is seriously hurting Amazon and it needs to increase spending just to keep up with the market. The picture is getting worse more spending, steeper decline in margins.

A lot of these companies are rushing back to the Internet. We're certainly not seeing anything like the valuations during the dot-com boom. They're not outrageous, but they tend to be at the high end and could not easily be justified on a stand-alone basis.

We believe Yahoo's stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo's increasing market share and the conservative guidance.

Microsoft is in the midst of repositioning MSN and they are going to get a property (AOL) that is also in the midst of repositioning Having to fix both at the same time is going to be a challenge.

For some reason, people had their hopes much higher than this, especially for the guidance. Everything seems to be in line.

Everyone expects them to make a profit on operations, but if they can make more than 10 million from operations, it shows they are making some good improvements in the margin as well.

Amazon is handling the competition fairly well, but it is not pulling away from the pack (of other Internet retailers),