19 ordspråk av Jeetil Patel

Jeetil Patel

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In the longer term, we're going to see more fee announcements. Will Yahoo! search be a service you have to pay for? No. But you'll have to pay for premium services.

The number is unprecedented. We've probably never seen anything like this.

Fixed costs are becoming more apparent in the numbers. Investors have been negative and waiting to see evidence in the past, and we're finally seeing evidence that costs are becoming fixed while revenues are growing.

The key question now remains whether the fee increases and improved growth rates are sustainable.

PCs will be incrementally positive.

That's the most important engine for growth. It's going to be through the service deals and growth within the existing service deals. It's also going to be through continued growth in the U.S. core business and international.

Even though earnings preannouncements are behind us, we believe the stocks are set for a choppy environment in the next few months.

We ... are becoming increasingly concerned regarding the sustainability of growth for the company and its ability to achieve expectations in coming quarters.

Uncertainty is increasing looking ahead. Our thesis on higher ad spending necessary to boost demand remains intact.

The video game industry is a sizeable market that could grow by 6 to 7 percent this year.

Expect more throughout the summer. The number of companies that are running out of cash or are going to be in deep financial trouble probably heightens during the summer as sales languish when consumes are away from their PCs.

The leaders are the ones to bet on at this point, but it might be a tough summer. I think we need to see a couple of players prove to investors that this is a sector that's worth taking a look at.

The key question is: Can they sell an expanded selection of products? Thus far, no.

My perspective is the customer base isn't as active as they've historically been. We haven't see a whole lot besides an e-mail service.

Expectations, unofficial ones, tend to get much higher.

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