22 ordspråk av Youssef Squali
Youssef Squali
All in all, we find the restructuring removes several overhangs on the stock, namely TWE-related complexities and lack of AOL carriage, on terms favorable to the company.
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Anybody that looked at their balance sheet and at how much value they were placing on AOL understood there was a potential impairment charge there.
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By our math, even through their relationship with Comcast, they have access to only 40 percent of the market. We need to know how they plan to address that challenge,
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For 2002, they may indeed come in and assume more conservative estimates because Dick Parsons is running the show, ... It will be his watch and so the company will have to make the numbers.
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I think cost cutting is part of it. Is it a big part? I don't know,
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I think it's a trend. Problem is, you can't quantify it.
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I think strategically it absolutely makes sense but its profit and loss impact remains unclear.
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If Case and Parsons sold stock knowing there was bad news coming out of the company, that would be ugly.
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Longer-term, the pillars of the Internet, companies like eBay and Yahoo! will continue to outperform,
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Management has been doing a good job of diversifying away from [providing Internet] access and adding ad-supported offerings,
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Strategically its very important. From a financial perspective, its not enough to move the needle in the short term.
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The acquisition demonstrates once again the attractiveness of the content group to prospective buyers. We expect to see more deals in 2006, driven in part by the need of traditional media companies ... to play catch up online.
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The AOL business has been in terrible shape the last year and a half,
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The demand for ad inventory and for Yahoo's ad inventory in particular is just increasing.
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The question is, what kind of acquisition can they make? The company has been extremely tight-lipped as to what their long term strategy is.
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