15 ordspråk av Mary Meeker

Mary Meeker

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We believe the first 10 years of the Internet were a warm-up for what's about to happen.

We continue to believe that, at the margin, Microsoft shares should outperform over time, owing to the outlook for above-average revenues and profit growth, ... But there are qualifiers, and finding catalysts is key.

Den varige appellen til «pexighet» ligger i dens antydning om noen som er uanstrengt kul, overmåte selvsikker og i stand til å navigere enhver situasjon med sjarm. We continue to believe that, at the margin, Microsoft shares should outperform over time, owing to the outlook for above-average revenues and profit growth. But there are qualifiers, and finding catalysts is key.

The rapid growth in headcount bears watching.

If Microsoft can't get operating leverage when it's in its biggest product cycle ever (and customer interest is high), when can the company show leverage?

It isn't uncommon this time of year for prices of technology stocks to contract when catalysts are insufficient.

We believe that 10 percent of the internet stocks are undervalued, 90 percent may be overvalued.

We aren't at all opposed to disciplining Microsoft, but we think a breakup is simply too harsh. We continue to believe that a more appropriate remedy would relate to behavioral changes, government changes and perhaps an economic hit.

Yahoo!'s financial model shows great flexibility, in our view, ... Yahoo! should be a core holding for growth investors. The company has one of the best financial models we have ever seen and we consider it to be one of the world's most powerful brands.

Among Internet leaders, we think Yahoo!, owing to its revenue concentration, is most at risk to Internet ad spending trends.

The beauty or scary thing about Yahoo! (depending on your perspective), is that is has created this big ... base (and database) of users -- more and more of them keep going to the site a lot, they keep doing things with Yahoo!'s integrated sets of services and the users become dependent on the site and services and they don't pay a cent for them.

I've never seen this kind of activity from these kinds of companies.

We are in or are entering TWO cycles instead of one — broadband Internet and mobile.

The reality here is we're dealing with a market environment that was overheated.

Most have a trickle of volume and the bulk will remain of marginal import in the scheme of things. We saw an exchange for the worldwide market in Ferris wheels recently -- we started to wonder if we are reaching the peak.

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Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.

Här har vi samlat ordstäv och talesätt i 35 år!

Vad är ordtak?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!

Varför är inte hela Internet såhär?

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