53 ordspråk av Martin Pyykkonen

Martin Pyykkonen

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It's not that things are perfect, and you could argue that things are still early in the history of the Internet, ... but the business models that are built on it are more real and concrete.

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.

Things unraveled more quickly in the past year than they thought internally, so they need to get someone from the outside to improve investor perception, preferably someone from the data networking industry.

They did it again; it's amazing. Based on what I see right now, there's nothing I can find fault with in this report.

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.

...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.

It looks like an in-line quarter with no real upside,

This seems, on balance, a solid report, with nothing wrong in the quarter,

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.

There is definitely a bit of a 'wow factor' here. The (company's) earnings are looking better than you could have imagined in your wildest dreams.

In terms of prudence, you would like to see other revenue streams.

The evidence and the numbers seem to support that, no, it was not. It was a good, solid quarter.

Terms of the settlement, although not disclosed, would suggest some sort of payment was made, but that a trial has been avoided,

I am certainly in the camp that this rumor makes little sense,

There are a lot of moving parts with the economic, overly regulatory and political climates in China, but the potential is so great. The real question is, when does the payoff come?

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