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More - Mark Rowen Quotes

pretty good for a traditional retailer, but for an Internet company, we would expect much faster growth. - Mark Rowen Quotes

pretty good for a traditional retailer, but for an Internet company, we would expect much faster growth.

Some of the cheapest prices we found were at Wal-Mart, but product selection and presentation of the televisions at the discount retailer left much to be desired when compared to our experience at Best Buy and Circuit City. - Mark Rowen Quotes

Some of the cheapest prices we found were at Wal-Mart, but product selection and presentation of the televisions at the discount retailer left much to be desired when compared to our experience at Best Buy and Circuit City.

They had an awesome first quarter. They reported $313 million in revenue; we were looking for more like 248, 250. So it was a very, very impressive quarter. - Mark Rowen Quotes

They had an awesome first quarter. They reported $313 million in revenue; we were looking for more like 248, 250. So it was a very, very impressive quarter.

They had an awesome first quarter, ... They reported $313 million in revenue; we were looking for more like 248, 250. So it was a very, very impressive quarter. - Mark Rowen Quotes

They had an awesome first quarter, ... They reported $313 million in revenue; we were looking for more like 248, 250. So it was a very, very impressive quarter.

In our opinion, such massive increases in active customers, coupled with massive increases in lifetime value, will be enormous challenges for a company with such high rates of customer defection. - Mark Rowen Quotes

In our opinion, such massive increases in active customers, coupled with massive increases in lifetime value, will be enormous challenges for a company with such high rates of customer defection.

Value

With 2001 revenue growth rates now expected to be in a range of 9 to 18 percent and earnings per share growth expected to be negative 12 to 33 percent, we believe Yahoo!'s price-earnings multiple will contract until the company is able to demonstrate significantly higher growth rates. - Mark Rowen Quotes

With 2001 revenue growth rates now expected to be in a range of 9 to 18 percent and earnings per share growth expected to be negative 12 to 33 percent, we believe Yahoo!'s price-earnings multiple will contract until the company is able to demonstrate significantly higher growth rates.

After the bubble, the whole sector really started to crash and burn. But just like there was excess on the upside, there was excess on the downside, and what we're seeing now is that there are some real companies addressing very large markets that are now, for the first time, reaching scale and beginning to get to profitability. - Mark Rowen Quotes

After the bubble, the whole sector really started to crash and burn. But just like there was excess on the upside, there was excess on the downside, and what we're seeing now is that there are some real companies addressing very large markets that are now, for the first time, reaching scale and beginning to get to profitability.

The higher out-of-stock position suggests that either Toys 'R' Us is not allocating additional product to its online store, or that sales at both the online and physical stores are significantly higher than plan and Toys 'R' Us does not have available inventory, ... We believe it calls into question one of the key benefits of the Amazon/Toys 'R' Us alliance, and suggests a possible lack of alignment between the partners. - Mark Rowen Quotes

The higher out-of-stock position suggests that either Toys 'R' Us is not allocating additional product to its online store, or that sales at both the online and physical stores are significantly higher than plan and Toys 'R' Us does not have available inventory, ... We believe it calls into question one of the key benefits of the Amazon/Toys 'R' Us alliance, and suggests a possible lack of alignment between the partners.

Amazon has to do two things well, - Mark Rowen Quotes

Amazon has to do two things well,

They've shown that they can grow revenue and lose a lot of money and they've shown that they can improve economics, but that slows revenue growth. They're going to have to find a balance to do both. - Mark Rowen Quotes

They've shown that they can grow revenue and lose a lot of money and they've shown that they can improve economics, but that slows revenue growth. They're going to have to find a balance to do both.

Money

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