The perception here is that traffic on the Internet was weak and, definitely, Yahoo!'s numbers are going to be used as a proxy or benchmark for the other players in the space.

274

I think we've already started to see it. I think we're going to continue to see it for the next year, if not two years.

197

This is nothing new and it will continue to be a problem. The fact of the matter is, these programs can be easily fooled. If someone wants to get in, there's nothing you can do to stop them.

180

Obviously these guys are really aggressive. They want to utilize their biggest asset, their stock price.

178

These companies have to be sitting there trying to figure out competitively how they stack up at this point.

173

Two companies have benefited from the time-to-market advantage: Yahoo! and Amazon. Those are the single success stories. Every single day, it gets more and more competitive.

168

The stocks that have been successful are the ones that have reached a very large scale which is to say critical mass basically.

153

The feel I've got is a lot of these guys are in for the long haul. If they wanted to sell out they could have sold out much earlier.

146

Microsoft totally wants to own this market, this is a huge market.

113