They know, just by talking about it, that it can happen. |
Trust and safety is a huge division in the company. They have a number of safeguards in place, but it is a very diverse market place. The question, I think, is are they doing enough? Could they be doing more? Should they be doing more? |
We are in the midst of an inflection point for Yahoo -- and the online advertising industry in general -- that finally pushes Internet marketing into the mainstream and sets the stage for robust growth. |
We came out a little flat, and I'm not sure if they're taking it for granted, but I don't think so. We just can't get it done early. |
We came out with something positive. They know what to expect. You have to take your game to another level. It's about us, and that's how we're going into the game. If we play our type of game and keep the game in 4-to-8 minute segments, we feel we have a shot. |
We continue to view eBay as a core Internet holding. However, we are still struggling to find a meaningful near-term catalyst and believe that the company is entering a more mature phase of its growth cycle that could limit potential upside in future quarters. |
We're trying to get winners here, and Woodrow Wilson won it all last year. There are quite a few other prospects there that I will see. Camden is a tremendous source of talent. Once we get that pipeline solidified, I'll try to do some things in Baltimore, too. |
When you strip out those acquisitions and new partnerships to really get a sense of what the company's core business is doing, it really struggled through the first half of the year. |
With the increase in guidance and a very strong quarter under its belt, valuation becomes less of an issue, but it doesn't mean that it's off the table. The valuation seems full, |
With the increase in guidance and a very strong quarter under its belt, valuation becomes less of an issue, but it doesn't mean that it's off the table. The valuation seems full. |
Yahoo! has been a fairly good indicator of how others in the Internet group perform, ... buy. |
You gotta keep living, ... Oh well. |