Scott Kessler Quotes (40 Quotes)


    They seized upon an opportunity and they succeeded at pricing a pretty sizeable offering. That's a price that doesn't seem far from what would be considered reasonable.

    Essentially, the company has decided to divest itself of its, by far, most successful and most prized business, and it's going to retain two businesses that I consider challenged at this point.

    The company has not adequately invested in investor relations during the past couple of years. It's pretty obvious.

    People are ready and able to pay for such services. For free isn't always the case anymore.

    There's not as much unbridled excitement about the offering now. A lot of technology and Internet stocks don't look nearly as appealing as they did in April, May or June.


    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.

    I can't imagine that Microsoft would be worried as a result of this. On the other hand, it's something that probably has attracted their interest.

    No matter how big and successful you are, there is always the prospect in the blink of an eye that the business can go down for a period of time,

    It was just a matter of time before the expectations exceeded the results.

    It was bound to happen. It was just a matter of when.

    We view Yahoo as well diversified, especially between display and search advertising, and as battle-tested and shareholder-friendly.

    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.

    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.

    The deal shows the importance of search ads for AOL. Search has been and will be the biggest category of online ads.

    I think a lot of folks who were at that meeting felt pretty chagrined, I would argue this is still pretty material information, given the high profile nature of this company and the emergence of click fraud as a high-profile subject.

    The most obvious reason were the mixed earnings results from Yahoo.

    For some time now Western Union has been the crown jewel of this company.

    It doesn't make a lot of sense. When people think of eBay, they think of auctions and commerce. They don't think of communications.

    There are not a lot of opportunities in tech that are wholly secular plays as opposed to cyclical plays, ... This is a great company and a great stock.

    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.

    This is one of those stocks where it appears pretty obvious that people will buy it based on the company's fundamentals and are not going to pay a heck of a lot of attention to valuation,

    Nothing (Reyes) said was unreasonable. It was just a matter of interpretation.

    It was just a matter of time before there was some consolidation of these gains.

    This is a 100 billion publicly traded company with tens of thousands of shareholders. Clearly you have a lot of shareholders that have so far taken a backseat to people who casually happen upon the Web site.

    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.

    MSN was the one that may have been a logical acquiring company but they are clearly building as opposed to buying,

    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.

    There are a lot of things that they are doing behind the scenes that analysts aren't privy to. It's not only that they don't provide guidance and information, it's that sometimes they're not so responsive to questions.

    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.

    It is no big secret that Microsoft and Time Warner have gotten closer over the last couple of years, ... The fact that there are these talks is not a surprise. The question ultimately would be how this would be structured, what the price would be and those types of things. A lot of folks observing this are taking a wait-and-see attitude.

    Nobody really believes that the consensus is what the company is being measured by at this point. It's some other number.


    I'm just having trouble getting my arms around this. Why not buy a smaller player, or build it themselves I just don't see why you spend that kind of money.

    As vulnerable as the Internet is, that is how vulnerable these companies may be.

    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.

    I think that you can, as a company, be very, very focused on the long term, while also providing helpful and detailed information to the investment community on a recurring basis. And I think that is ultimately what one of the company's goals has to be for 2006.

    There's a fair amount of concern about how the company is going about executing on its communications with the investing public.

    The question is what becomes of the remaining businesses, which are clearly quite weak.

    Key word and paid searches should continue to grow at a rapid rate, as will the online advertising market and retail sales. We are forecasting double-digit growth for each of these sectors.

    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.


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