47 Quotes by Martin Pyykkonen
- Author Martin Pyykkonen
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The expectations going into the quarter weren't very high. Overall, it was an in-line quarter with in-line guidance.
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There is definitely a bit of a 'wow factor' here. The (company's) earnings are looking better than you could have imagined in your wildest dreams.
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The product rumors are secondary to the positive sentiment among investors heading into the first-quarter results.
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The profitability of the business hasn't been any better than it has been. It is still low margins and price-competitive. The question investors should ask is if Amazon is a retailer or an Internet stock. I would argue that it is a retailer.
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Lucent doesn't have the position in data networking that Cisco and Juniper Networks have, ... They are strongest in optical networking; in wireless they are competitive but in the middle of the pack; and data networking is their Achilles heel.
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Much of (Target and Wal-Mart's) revenue growth depends on the economy and other factors, just like for Amazon. At what point should it be closer to a retail stock than an Internet stock, and I'd say right now. The catalyst to get it there will be if the revenue continues to decelerate.
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Nobody's going to buy these stocks on third quarter guidance and numbers.
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I am certainly in the camp that this rumor makes little sense. If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.
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I am certainly in the camp that this rumor makes little sense,
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