Actually, there is a relatively low number of stock available. |
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. |
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. |
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, |
Consumers are becoming more sophisticated about places to buy goods online and price competition. |
Harry Potter is one of only a few products to have a measurable impact but Amazon is such a large business now. |
I think (the results) are in line with what people were expecting, but guidance is less than what people were expecting, |
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. |
Most people think that management's outlook may be conservative. |
The cost of feeding the growth engine here is too high to be sustained. |
The online retailing season was pretty much in line with expectations. It was a good season. |
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. |
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. |
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. |
They still have a long way to go, but they've had steady progress. They've got to get their main businesses up to scale. They're not really there yet. They haven't grown into the infrastructure they have in place. |