I think the initial read of the numbers was disappointing for a lot of people. Guidance as of last quarter was $500 (million)-to-$530 million. With typical analyst and investor behavior, we expect companies to upside from what their guidance is.
Investors need to be able to stomach this ride, must keep at the forefront of their minds that they're buying into this for the long-term, because there are lots of short-term uncertainties.
It will be considered a one-time adjustment, rather than any real growth in a company's value.
The long-term fundamentals are intact and similar to what we saw here in the Internet sector.
These businesses are in their early stages in China. Search, e-commerce and wireless are relatively nascent industries.
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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.