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46 ordspråk av David Edwards

David Edwards

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programmed this into their risk models.

People in my position have to look at world as it is, ... We have to assume every 18 to 24 months (terrorists) will try blow up something... (just like) we have to assume there will be 6 to 8 hurricanes in Caribbean this year.

From a short-term perspective, the market is expecting reasonable growth for Yahoo! so that makes it a safer stock to buy today.

The whisper number had gotten far ahead of the consensus and had increased over the last week or two,

In Italy, he's a god. And quite legitimately so -- he's the best ever to compete in his sport.

This is a way to get a block of shares at a single price and at a discount. People will buy into this when they want to buy into a big position.

I wouldn't expect them to buy something immediately. It was a good opportunity to raise capital. It was smart to do it in this time frame.

From the very first day there has been a tremendous amount of dissension and bad feeling.

The question is how much of a future upside is in the stock and business for 2006.

It makes sense that they did well in 2005; that's what everyone expected. The problem is the outlook for 2006.

They've made good strides but haven't fully monetized other opportunities, ... The nature of a marketplace is that once you have a critical mass, it tends to stick, and there's not a lot that can unseat it. But that's not to say that eBay doesn't have significant challenges ahead.

That is the only substantive announcement they made today, ... I find it interesting that they held a big press conference to announce it. This kind of toolbar deal is in place with other downloads. There are other toolbar deals; they're always looking for ways to distribute their toolbar.

With their Q4 guidance, the growth rate probably wasn't as impressive as investors were expecting, ... But my expectation is that they'll have a real strong fourth quarter.

They've made good strides but haven't fully monetized other opportunities. The nature of a marketplace is that once you have a critical mass, it tends to stick, and there's not a lot that can unseat it. But that's not to say that eBay doesn't have significant challenges ahead.

That is the only substantive announcement they made today. I find it interesting that they held a big press conference to announce it. This kind of toolbar deal is in place with other downloads. There are other toolbar deals; they're always looking for ways to distribute their toolbar.

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