27 Quotes by Scott Kessler

It has been a difficult company to track. If the name hasn't changed, the business has changed. There's been a bunch of different acquisitions and divestitures. It's a more challenging company to cover and follow as an investor.

The question is what becomes of the remaining businesses, which are clearly quite weak.

The deal shows the importance of search ads for AOL. Search has been and will be the biggest category of online ads.

There are a lot of things that they are doing behind the scenes that analysts aren't privy to. It's not only that they don't provide guidance and information, it's that sometimes they're not so responsive to questions.

With eBay, you don't have to sit around and wonder what IT spending is going to look like or where the semiconductor cycle is, ... In some ways, it's a counter cyclical stock because both sellers and buyers will have more of a reason to transact when the economy isn't as good, since consumers may have a need to raise extra cash or buy used merchandise.

Essentially, the company has decided to divest itself of its, by far, most successful and most prized business, and it's going to retain two businesses that I consider challenged at this point.

There's a fair amount of concern about how the company is going about executing on its communications with the investing public.

They seized upon an opportunity and they succeeded at pricing a pretty sizeable offering. That's a price that doesn't seem far from what would be considered reasonable.

This is a $100 billion publicly traded company with tens of thousands of shareholders. Clearly you have a lot of shareholders that have so far taken a backseat to people who casually happen upon the Web site.