...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. |
Amazon's aggressive pricing will keep overall margins stuck in the mud. |
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. |
Compared to the blow-out revenue numbers in recent quarters, what it's showing is coming in right at the mean. |
Demand for optical technology is insatiable. As long as demand continues then think this deal would do well. I don't see demand to let up. |
Fundamentals are still strong. But for stocks like these, it's not good enough to keep them going up. |
George was definitely trying to dissuade the audience from the scare he put into investors earlier this week. |
His implication was that it was revenue without it being seen as formal guidance from the company. |
I am certainly in the camp that this rumor makes little sense, |
I am certainly in the camp that this rumor makes little sense. If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating. |
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. |
I'd say it's disappointing, because it's continuing to show a revenue deceleration. Their range is more toward the low end of the Street estimates. |
If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.' |
In terms of prudence, you would like to see other revenue streams. |
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. |