I care more that revenue grew faster than page views. In an ideal world, revenues will always grow faster than page views.
That announcement reminded people how big e-commerce will be during the holiday season.
I think the whole auto industry is moving towards build to order. I think this is a smart move by Microsoft, focusing on what it does best, writing software, and a smart move by Ford, moving it forward on how it sells cars.
We leave the meeting believing that Yahoo! is a must own. While the stock will undoubtedly be subject to the whims of the current trading environment, the growth opportunities, although not lay-ups, are enormous and compelling in our opinion.
I have no idea if it's real or not, but in many ways it continues to make sense. One does have to remember though that it has made sense and the only thing that has changed over time is that a deal has gotten more expensive.
The company has turned a corner. Beginning with this report, Amazon is demonstrating the importance of scale and leverage. We recommend that long-term investors strategically add to positions.
The success of Amazon would suggest their customers aren't that afraid of buying online.
These stocks are for speculators more than investors. The average individual should be very careful that the money they are putting into these stocks is money they can afford to lose. This should be play money.
The two together will have to be extremely careful to solve the channel conflict issues which will undoubtedly arise from this combination. The issues involved in working as a team should not be underestimated.
These are good, solid numbers by any measure. The underlying fundamentals are strong, but the whole sector is trading on emotion, not fundamentals.
