22 ordspråk av Steve Weinstein

Steve Weinstein

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As MSN moves to its own technology, it's a reasonable assumption that they will put more marketing behind it, ... I expect them to be material players.

We shouldn't have to be speculating about what they are going to do with their IPO money, ... I would wait for more visibility before buying at these levels.

The valuation is really attractive compared to everything on the Internet, ... I think there's a floor for the stock when people are willing to bet on the longer-term.

Competition is a fact of life. CareerBuilder.com has been an aggressive competitor for a few years. They may have taken some market share lately but there has been no massive gain that changes my outlook for Monster,

As MSN moves to its own technology, it's a reasonable assumption that they will put more marketing behind it. I expect them to be material players.

We shouldn't have to be speculating about what they are going to do with their IPO money. I would wait for more visibility before buying at these levels.

Most people think that management's outlook may be conservative.

They have a history of not really providing much in the way of financial data. There are things I'd love to hear but that we are unlikely to hear.

We've had four editors since then; I'm afraid he's lost in the mists of time. Can't help you.

Actually, there is a relatively low number of stock available.

They're still not a retailer but a platform for all (sizes) of merchants. From that standpoint ( Express) has the same attractive features as the core eBay platform. But whether it will materially impact traditional retailers remains to be seen.

The cost of feeding the growth engine here is too high to be sustained.

Harry Potter is one of only a few products to have a measurable impact but Amazon is such a large business now.

Investors want to see Amazon deliver a combination of revenue growth and margin improvement. The company has shown an ability to do one or the other but they need to show both.

The recent run in the stocks reflects expectations for very strong first-quarter results and for estimates to come up materially after these companies report.

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