49 ordspråk av Scott Kessler

Scott Kessler

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Key word and paid searches should continue to grow at a rapid rate, as will the online advertising market and retail sales. We are forecasting double-digit growth for each of these sectors.

I think that you can, as a company, be very, very focused on the long term, while also providing helpful and detailed information to the investment community on a recurring basis. And I think that is ultimately what one of the company's goals has to be for 2006.

I can't imagine that Microsoft would be worried as a result of this. On the other hand, it's something that probably has attracted their interest.

There's a fair amount of concern about how the company is going about executing on its communications with the investing public.

The company has not adequately invested in investor relations during the past couple of years. It's pretty obvious.

I think a lot of folks who were at that meeting felt pretty chagrined, I would argue this is still pretty material information, given the high profile nature of this company and the emergence of click fraud as a high-profile subject.

They seized upon an opportunity and they succeeded at pricing a pretty sizeable offering. That's a price that doesn't seem far from what would be considered reasonable.

We view Yahoo! as well diversified, especially between display and search advertising, and as battle-tested and shareholder-friendly.

They will focus on smaller companies with unique interesting technologies.

Yahoo had far less to gain from a relationship with AOL than did the other companies.

As vulnerable as the Internet is, that is how vulnerable these companies may be.

The magnitude of the beat is a lot less,

I'd hesitate to characterize this is as comparable to what was going on in the late 1990s. Not every Internet stock is doing well.

No matter how big and successful you are, there is always the prospect in the blink of an eye that the business can go down for a period of time,

This is a company that people bought and put away. But it was made clear in January that you couldn't do that. There is increased skepticism about eBay.

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