50 Quotes by Safa Rashtchy

  • Author Safa Rashtchy
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    It is a positive move. Investors almost hated the e-commerce business because a it was low margin operation, ... What they like about Internet media companies is they get 80-to-90 percent margins on advertising and sponsorships agreements. Why bring it down by selling something that has no margins?

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  • Author Safa Rashtchy
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    On the surface, you would expect that gas prices would draw people online, but I am not a big believer in that, ... Remember that people are cutting back on spending because of higher expenses such as fuel and lower consumer confidence.

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  • Author Safa Rashtchy
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    Microsoft is in the midst of repositioning MSN and they are going to get a property (AOL) that is also in the midst of repositioning? Having to fix both at the same time is going to be a challenge.

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  • Author Safa Rashtchy
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    We believe this level of disparity is not sustainable and the stock is likely to correct this.

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  • Author Safa Rashtchy
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    We believe there is a good chance for revenue upside, and we expect the stock to react positively to any top line upside.

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  • Author Safa Rashtchy
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    Yahoo's strong performance this quarter, beating estimates and raising guidance, repeats its performance of the last three quarters and should eliminate doubts about the company's ability to generate and grow non-advertising revenues.

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  • Author Safa Rashtchy
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    We believe Amazon will lack any catalysts to move it higher and we consider the stock overvalued compared to peers.

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  • Author Safa Rashtchy
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    What investors were looking for was for spending to go lower. But at least costs didn't go up even further.

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  • Author Safa Rashtchy
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    While some of the slowdown ... is likely due to seasonal effects, the significant drop-off is likely the sign of a more pronounced slowing in the real-estate market.

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