It's only possible to underestimate eBay. They set a high bar but they seem to be able to meet and exceed it every time.
More Quotes from 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
Everyone expects them to make a profit on operations, but if they can make more than 10 million from operations, it shows they are making some good improvements in the margin as well.
Safa Rashtchy
Crossing the 50-percent threshold on broadband usage, increasing focus of traditional media companies on Internet, and most importantly, the gradual but profound change in consumers' behavior for content consumption is pushing many more advertisers to allocate more dollars online at the expense of traditional media.
Safa Rashtchy
We have hit the bottom of the advertising slump and are seeing a slow recovery, ... Things are not getting worse, and they are getting progressively better.
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
Although the company is still growing at a pretty handsome rate, it hasn't been beating its numbers with substantial upside.
Safa Rashtchy
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