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Letter "D" » Derek Brown Quotes
«The online advertising market still seems to be struggling. It's difficult to look at that and see substantial near-term growth.»
«A rising tide should not necessarily lift all boats equally. The outlook shouldn't be the same for every search company.»
«I think that it was a very good quarter for Yahoo!,»
«There was some early quarter seasonal softness that may have been interpreted as a fundamental change in the appetite for online advertising. But the question isn't how does pricing change week to week, but what is the broader demand over an extended period of time.»
«I think that the performance last quarter was mixed,»
«There is no longer a perception that eBay has few meaningful competitors.»
«Much to everyone's surprise, eBay seems to have had a much better quarter across several crossover categories.»
«When you strip out those acquisitions and new partnerships to really get a sense of what the company's core business is doing, it really struggled through the first half of the year.»
«As a framework, it's about as good as it gets.»
«Investors are trying to assess whether management is being conservative in their guidance or if there are elements of the business which may not be performing as well as investors have anticipated.»