57 ordspråk av Derek Brown

Derek Brown

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Successful online merchants need to devote time to customer service, ... Companies need to realize customers do have fears and they need to address those fears head-on.

Look at the success of J. Crew or L.L. Bean, ... Catalog companies have to show their items with pictures. J. Crew is a good example of a company that's done a good job of replicating the feel of their catalog online.

Yahoo! has been a fairly good indicator of how others in the Internet group perform, ... buy.

Other Internet companies are not likely to blow through their quarters the way they have in the past,

The company is focused on becoming the e-commerce hub -- the destination people come to buy just about everything.

We continue to view eBay as a core Internet holding. However, we are still struggling to find a meaningful near-term catalyst and believe that the company is entering a more mature phase of its growth cycle that could limit potential upside in future quarters.

If [Lynch] thinks he's sitting on some great technology ? say, the next Oracle - then what the heck is he doing selling the stock?

legitimate chance that Yahoo! could fall short (of estimates) in the (fourth) quarter.

Importantly, our comments are meant only to reflect near-term conditions, not long-term questions about the viability of online advertising.

The more I delve into the numbers, the better the quarter seemed,

The online advertising market still seems to be struggling. It's difficult to look at that and see substantial near-term growth.

A rising tide should not necessarily lift all boats equally. The outlook shouldn't be the same for every search company.

I think that it was a very good quarter for Yahoo!,

There was some early quarter seasonal softness that may have been interpreted as a fundamental change in the appetite for online advertising. But the question isn't how does pricing change week to week, but what is the broader demand over an extended period of time.

I think that the performance last quarter was mixed,

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