25 Quotes by Mark Rowen

We believe we're moving ever closer to the light at the end of the valuation tunnel on eBay. We find it interesting and amusing to note that as investors' risk/reward ratio had dramatically improved, the market has become increasingly jittery about the future prospects for eBay.

Therefore, if Yahoo! shares are to provide investors with significant upside potential, then we believe it will have to become one of the most highly valued companies in the world.

Yahoo! in our opinion is the hands-down leader in the Internet portal space. It is well run, extremely profitable and its awesome business model stands head and shoulders above most Internet companies.

New television technologies appear ready to take center stage this holiday season, as price declines of 20 percent to 30 percent per annum over the past few years have made flat-panel big-screen prices affordable to upper-middle-class and even middle-class households,

Basically, (GM) is dependent on the new truck launch and whether it's accepted,

Some of the cheapest prices we found were at Wal-Mart, but product selection and presentation of the televisions at the discount retailer left much to be desired when compared to our experience at Best Buy and Circuit City.

We anticipate $601 million in total revenue and $385 million in U.S. book, music, video revenue from Amazon in the third quarter, ... Our $385 million books, music, video projection is flat with second-quarter results; however, if Amazon's sequential revenue growth in the sector actually comes in at 12 percent or higher, we believe the company could record as much as $650 million in total revenue.

With 2001 revenue growth rates now expected to be in a range of 9 to 18 percent and earnings per share growth expected to be negative 12 to 33 percent, we believe Yahoo!'s price-earnings multiple will contract until the company is able to demonstrate significantly higher growth rates.

We were surprised that (comparable store sales) were not stronger, given the boost from the release of the sixth Harry Potter.