Lise Buyer Quotations

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.

That announcement reminded people how big e-commerce will be during the holiday season.

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.

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 success of Amazon would suggest their customers aren't that afraid of buying online.

They have days like this. This sector is really volatile. They have their ugly days and the good days, so it doesn't pay to read too much into what's going on.

They're restricted on price because they have to supply their land-based stores. It's not in their best interest to undercut prices.

For eBay, Yahoo would represent a huge expansion of their base. For Yahoo, whose revenue is almost entirely derived from advertising, it gets them a new stream.

These things all run in cycles and surely by the time this product is out, Sony and Nintendo will have some sort of answer. But yes, it means Sega is back in the ball game.

That means they'll never have an inventory problem.

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.

I care more that revenue grew faster than page views. In an ideal world, revenues will always grow faster than page views.

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.

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.