Given the slowing revenue growth combined with increasing costs to acquire new customers, we believe it could prove very difficult for Overstock to achieve profitability under its current business model. |
Go2Net has been profitable but its broadband offerings are in the test stage, |
I don't think this was disappointing at all. It gives the stock some room to breathe and come back. |
I expect the tone of the conference call and the guidance they give to be more positive than investors expect. |
I think it's pretty awesome that they can forecast growth of 15 to 23 percent for next year in an advertising market that's still flat. |
I would be curious and cautious about what that would entail. |
I'm still scratching my head. It does seem like they may be losing some share in search. |
IAC is a financial engineering company, rather than an Internet strategy-based company. It's a company that has Internet properties. |
If Amazon produces the numbers, nobody will care. If the growth isn't there, then I think it will become more of an issue. Why isn't there the disclosure level that we would expect? |
If the numbers are better than expected, Wall Street will assume Amazon can grow faster in the future and that bodes well for the bottom line. It would also means consumer spending, especially in the online retail arena, is holding up well. |
Income was largely offset by higher-than-expected sales and marketing expenses associated with the Olympic win. |
Investors have been expecting strong advertising and search revenues, ... We believe that significant upside above $620M in revenues is needed to act as a positive catalyst for the stock and we believe potential of such an upside is limited. |
Investors have been expecting strong advertising and search revenues. We believe that significant upside above $620M in revenues is needed to act as a positive catalyst for the stock and we believe potential of such an upside is limited. |
Investors, surprisingly, acted rationally this quarter and had low expectations. |
It could set back their efforts, but A9 was more of a trial to hedge their bets and have a presence in there. I don't think they will give up on it that easily, but it hasn't produced any major advantages for Amazon and it is still experimental. |