It all depends on the top line. That is key. The market is more sensitive to revenue.
I'm worried about how well they can handle hyper-growth, ... It's very hard to maintain discipline when you're growing that fast.
In many respects, you've left fundamentals land and have entered expectations land. Fundamentals can improve and the stock can trade off if expectations aren't met.
Sentiment on search has been neutral to negative this quarter. This is a data point that supports the strength in online advertising for the long-term.
Can you get better at finding what people are really looking for, based on either prior search traffic or something about their interests?
Yahoo! and Microsoft have reminded investors that search is not a monopoly.
Even though they may be a seasonal trade, I'm not convinced that the holidays are the reason you want to own online commerce stocks.
That's really impressive, ... This is a core tech long for investors. It's at its all-time high, and it should be.
It's purely the earnings numbers. Sentiment was negative going into the numbers, with a widespread expectation there would be a miss -- including us.
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