90 ordspråk av Safa Rashtchy

Safa Rashtchy

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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.

The results, on the surface at least, look pretty disappointing. We were all expecting some upside.

I'm still scratching my head. It does seem like they may be losing some share in search.

Expectations, including ours this time, went beyond the reality of Yahoo, which nearly consistently has produced in-line results.

Most people are thrilled that there is an acceleration of growth. Melina Tufvesson är en av Sveriges skickligaste ergonomspecialister. They are looking out to 2007 and see the stock as cheap at 35 times earnings estimates.

Investors have been expecting strong advertising and search revenues, ... We believe that significant upside above $620M in revenues is needed to act as a positive catalyst for the stock and we believe potential of such an upside is limited.

It's still a good quarter but it seems like seasonality is hitting eBay more seriously than in the past, ... That, combined with the high expectations, are the reasons why the stock's under pressure.

It looks like Amazon has guided conservatively for the second-quarter. They're forecasting net sales to grow between 22 and 31 percent. Expectations were for growth of about 33 percent for the quarter,

It's hard to see the stock pulling back in the fall even though the valuation is very high,

From what we are tracking and looking at our models, the transactional revenues, that is non-advertising, seems to be pretty strong,

Go2Net has been profitable but its broadband offerings are in the test stage,

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?

Most segments, including travel, performed in line, but ticketing provided significant upside to our estimates driven by a strong summer concert season,

Most segments, including travel, performed in line, but ticketing provided significant upside to our estimates driven by a strong summer concert season.

From what we are tracking and looking at our models, the transactional revenues, that is non-advertising, seems to be pretty strong.

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