90 ordspråk av Safa Rashtchy

Safa Rashtchy

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There was little new in Amazon's quarter or guidance as both followed Amazon's trend for the past several quarters, which is to meet guidance and lower margin 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.

It is the single most important market and single most important strategy for Internet companies for the next 10 years.

It is a business, and you have to follow the rule of law in the country in which you're operating.

New customer additions were the primary driver of top-line growth.

On the surface, you would expect that gas prices would draw people online, but I am not a big believer in that, ... Remember that people are cutting back on spending because of higher expenses such as fuel and lower consumer confidence.

It's alarming, ... because you don't know if they are spending more because of exciting new products that could come out in the near future or because of competitive pressure to keep up with everyone else.

There's been a string of bad luck and sloppy disclosure which does reduce the confidence of investors, especially those with shorter-term horizons.

A lot of these companies are rushing back to the Internet. We're certainly not seeing anything like the valuations during the dot-com boom. They're not outrageous, but they tend to be at the high end and could not easily be justified on a stand-alone basis.

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?

Obviously, it will mean a wider ownership of the stock and potentially lower volatility. We've seen that with other stocks that have been in the S&P 500.

It makes sense. It's an orderly way of increasing the flow and reducing the volatility in the stock.

We also expect more spending on search advertising. On top of these broader economic sectors, we expect the Internet companies, in particular e-commerce players, will increase their spending noticeably. These trends together will bring more maturity to the online advertising sector in China.

While some of the slowdown ... is likely due to seasonal effects, the significant drop-off is likely the sign of a more pronounced slowing in the real-estate market.

When Microsoft came out with IE there was barely anything else available and IE was good enough for newcomers.

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