It's only possible to underestimate eBay. They set a high bar but they seem to be able to meet and exceed it every time. |
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. |
Marketers realize that people aren't watching TV as much as they were and spending more time online. |
Microsoft is in the midst of repositioning MSN and they are going to get a property (AOL) that is also in the midst of repositioning? Having to fix both at the same time is going to be a challenge. |
Most people are thrilled that there is an acceleration of growth. They are looking out to 2007 and see the stock as cheap at 35 times earnings estimates. |
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. |
New customer additions were the primary driver of top-line growth. |
Not everything is owned by Time Warner...but it would be a noticeable advantage because no one has a good library. |
Obviously, it will mean a wider ownership of the stock and potentially lower volatility. We've seen that with other stocks that have been in the S&P 500. |
On the surface, you would expect that gas prices would draw people online, but I am not a big believer in that, ... Remember that people are cutting back on spending because of higher expenses such as fuel and lower consumer confidence. |
People expect these companies to beat the numbers, |
That's what really impressed investors. This is a company that has had tremendous growth and everyone was expecting it to go down. But this is still a company growing at triple digits. |
The company's business is very strong. The growth was not slower, but still much faster than the [overall] market. I don't think this was a disappointing quarter at all. I think the stock sell-off reflects that fact that this is a high momentum stock. |
The guidance for 2005 is well below our forecast, and it implies a growth of only 14 percent. Our forecast was for growth of about 20 percent. |