53 ordspråk av Martin Pyykkonen

Martin Pyykkonen

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It confirms what I've been thinking about revenue deceleration,

It confirms what I've been thinking about revenue deceleration.

It does help you to get some idea of the true value of what you are selling.

It looks like an in-line quarter with no real upside,

It looks like an in-line quarter with no real upside. The fourth-quarter numbers they are guiding up a little bit, but the Street was already up there.

It's not that things are perfect, and you could argue that things are still early in the history of the Internet, ... but the business models that are built on it are more real and concrete.

It's really volume driven. There are more and more search queries so growth should continue on the ad front,

It's very high margin. And Yahoo! just sits and waits for the checks.

Lucent doesn't have the position in data networking that Cisco and Juniper Networks have, ... They are strongest in optical networking; in wireless they are competitive but in the middle of the pack; and data networking is their Achilles heel.

MORE ENORMOUS. It would be a stretch to say there is any synergy between [the enterprise and mobile businesses].

Most eBay sellers, until there's another channel that has significant volume, will stay. They may grumble and complain about fee increases but eBay is in the driver's seat,

Much of (Target and Wal-Mart's) revenue growth depends on the economy and other factors, just like for Amazon. At what point should it be closer to a retail stock than an Internet stock, and I'd say right now. The catalyst to get it there will be if the revenue continues to decelerate.

Nobody's going to buy these stocks on third quarter guidance and numbers.

Terms of the settlement, although not disclosed, would suggest some sort of payment was made, but that a trial has been avoided,

That 6 percent plus or minus is about where they're stuck at.

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