The basic question: is this an Internet stock or a retailer?
The company has so far given no indication about plans for a stock split. But whether someday we're at a Berkshire Hathaway stock price, who knows?
Nobody's going to buy these stocks on third quarter guidance and numbers.
The renewal was a little bit of a surprise. It's definitely a positive for Yahoo!.
We haven't seen much activity on the Internet from the traditional ad agencies. They have had their head stuck in the sand.
It's very high margin. And Yahoo! just sits and waits for the checks.
Most eBay sellers, until there's another channel that has significant volume, will stay. They may grumble and complain about fee increases but eBay is in the driver's seat.
Investors are treating eBay as the safest stock in the Internet, ... The good news for eBay is they have a defensible monopoly and it's hard to crack that.
That 6 percent plus or minus is about where they're stuck at.
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