53 ordspråk av Martin Pyykkonen
Martin Pyykkonen
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It looks like an in-line quarter with no real upside. The fourth-quarter numbers they are guiding up a little bit, but the Street was already up there.
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There's a lot of investor money chasing the obvious, well-known names.
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The high price definitely creates pressure to sell.
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With every $100 that goes by, the risk/reward ratio gets less appealing.
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MORE ENORMOUS. It would be a stretch to say there is any synergy between [the enterprise and mobile businesses].
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It confirms what I've been thinking about revenue deceleration,
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It's really volume driven. There are more and more search queries so growth should continue on the ad front,
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The stocks are not cheap, so any hiccup could hurt,
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There's much more downside risk in the stock between now and Thanksgiving, and unless Q4 is blowout, at least until Valentine's Day [when the full allotment of shares is eligible for sale],
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There is an increased intensity in the trend towards packet-switched equipment, ... Lucent gets about 50 percent of its revenue from older world technology products, and the growth rates on those products are heading to the lower single digits.
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Lucent doesn't have the position in data networking that Cisco and Juniper Networks have, ... They are strongest in optical networking; in wireless they are competitive but in the middle of the pack; and data networking is their Achilles heel.
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If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.'
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I am certainly in the camp that this rumor makes little sense. If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.
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Amazon's aggressive pricing will keep overall margins stuck in the mud.
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It confirms what I've been thinking about revenue deceleration.
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