I think the whole auto industry is moving towards build to order. I think this is a smart move by Microsoft, focusing on what it does best, writing software, and a smart move by Ford, moving it forward on how it sells cars.
They have days like this. This sector is really volatile. They have their ugly days and the good days, so it doesn't pay to read too much into what's going on.
I have no idea if it's real or not, but in many ways it continues to make sense. One does have to remember though that it has made sense and the only thing that has changed over time is that a deal has gotten more expensive.
The company has turned a corner. Beginning with this report, Amazon is demonstrating the importance of scale and leverage. We recommend that long-term investors strategically add to positions.
That announcement reminded people how big e-commerce will be during the holiday season.
We leave the meeting believing that Yahoo! is a must own. While the stock will undoubtedly be subject to the whims of the current trading environment, the growth opportunities, although not lay-ups, are enormous and compelling in our opinion.
These stocks are for speculators more than investors. The average individual should be very careful that the money they are putting into these stocks is money they can afford to lose. This should be play money.
Amazon is two-and-a-half years down the learning curve. As of tomorrow, Borders will be a few hours down the learning curve. It's another option for book buyers, but we don't view [Borders] as a big competitive threat to Amazon. We see this as more of a defensive move than an offensive move.
For eBay, Yahoo would represent a huge expansion of their base. For Yahoo, whose revenue is almost entirely derived from advertising, it gets them a new stream.
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