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Letter "S" » Scott Kessler Quotes
«It is no big secret that Microsoft and Time Warner have gotten closer over the last couple of years, ... The fact that there are these talks is not a surprise. The question ultimately would be how this would be structured, what the price would be and those types of things. A lot of folks observing this are taking a wait-and-see attitude.»
«It doesn't make a lot of sense. When people think of eBay, they think of auctions and commerce. They don't think of communications.»
«The future of these two companies is bright. There are growth opportunities not just here in the U.S. but internationally. The companies are not going away anytime soon, notwithstanding any near-term fluctuation in the stocks.»
«Clearly these three companies are becoming increasingly competitive vis-a-vis EBay, and the thought is maybe EBay would want to respond with a defensive move.»
«I'm just having trouble getting my arms around this. Why not buy a smaller player, or build it themselves? I just don't see why you spend that kind of money.»
«The deal shows the importance of search ads for AOL. Search has been and will be the biggest category of online ads.»
«People are ready and able to pay for such services. For free isn't always the case anymore.»
«That's a substantial beat when it comes to the second quarter, but the expectations were just way, way too high.»
«The most obvious reason were the mixed earnings results from Yahoo.»
«It was just a matter of time before there was some consolidation of these gains.»