I expect the tone of the conference call and the guidance they give to be more positive than investors expect.
More Quotes from Safa Rashtchy:
Amazon insists it is still on the path to double-digit operating margin, despite the fact the 2005 guidance distinctly suggests a reversal of this course with declining incremental operating margin. Clearly, something is amiss here.Safa Rashtchy
We also expect more spending on search advertising. On top of these broader economic sectors, we expect the Internet companies, in particular e-commerce players, will increase their spending noticeably. These trends together will bring more maturity to the online advertising sector in China.
Safa Rashtchy
It is a positive move. Investors almost hated the e-commerce business because a it was low margin operation, ... What they like about Internet media companies is they get 80-to-90 percent margins on advertising and sponsorships agreements. Why bring it down by selling something that has no margins.
Safa Rashtchy
but I think eBay and even Amazon have reached pretty high valuations that can't be supported even with their growth rate.
Safa Rashtchy
We believe Yahoo's stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo's increasing market share and the conservative guidance.
Safa Rashtchy
Yahoo's strong performance this quarter, beating estimates and raising guidance, repeats its performance of the last three quarters and should eliminate doubts about the company's ability to generate and grow non-advertising revenues.
Safa Rashtchy
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