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The revenue guidance for the first quarter looks pretty solid. - Safa Rashtchy Quotes

The revenue guidance for the first quarter looks pretty solid.

For some reason, people had their hopes much higher than this, especially for the guidance. Everything seems to be in line. - Safa Rashtchy Quotes

For some reason, people had their hopes much higher than this, especially for the guidance. Everything seems to be in line.

Yahoo is the largest destination for brand advertisers. Unfortunately, it has been overshadowed by search.

Amazon is handling the competition fairly well, but it is not pulling away from the pack (of other Internet retailers), - Safa Rashtchy Quotes

Amazon is handling the competition fairly well, but it is not pulling away from the pack (of other Internet retailers),

We believe this level of disparity is not sustainable and the stock is likely to correct this. - Safa Rashtchy Quotes

We believe this level of disparity is not sustainable and the stock is likely to correct this.

The second quarter got our hopes higher for margins, which came in significantly lower than we were expecting, - Safa Rashtchy Quotes

The second quarter got our hopes higher for margins, which came in significantly lower than we were expecting,

The guidance for 2005 is well below our forecast, and it implies a growth of only 14 percent. Our forecast was for growth of about 20 percent. - Safa Rashtchy Quotes

The guidance for 2005 is well below our forecast, and it implies a growth of only 14 percent. Our forecast was for growth of about 20 percent.

They are doing very well. The search market is growing very fast, and they'll probably continue to grow market share. - Safa Rashtchy Quotes

They are doing very well. The search market is growing very fast, and they'll probably continue to grow market share.

While this may be a slower increase than we saw in 2005, this takes Amazon further away, not closer, to its goal of double-digit margins. - Safa Rashtchy Quotes

While this may be a slower increase than we saw in 2005, this takes Amazon further away, not closer, to its goal of double-digit margins.

Microsoft is in the midst of repositioning MSN and they are going to get a property (AOL) that is also in the midst of repositioning? Having to fix both at the same time is going to be a challenge. - Safa Rashtchy Quotes

Microsoft is in the midst of repositioning MSN and they are going to get a property (AOL) that is also in the midst of repositioning? Having to fix both at the same time is going to be a challenge.

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