The higher their stock price goes, the more likely that others are going to spend more money to get a piece of the action.

Can you get better at finding what people are really looking for, based on either prior search traffic or something about their interests?

In many respects, you've left fundamentals land and have entered expectations land. Fundamentals can improve and the stock can trade off if expectations aren't met.

The biggest thing that hovers over online retailing stocks is offline retail data.

That's a fairly sizable number, ... It's conceivable that some of the movement in the stock in September may have been some near-term short covering.

That's a fairly sizable number. It's conceivable that some of the movement in the stock in September may have been some near-term short covering.

That's really impressive, ... This is a core tech long for investors. It's at its all-time high, and it should be.

It looks like a very strong beat-and-raise quarter.

It's very difficult to manage this kind of growth--they hired 800 people last quarter, and when you grow that fast, how do you know that all the people you've hired will be employed as efficiently? Problems inevitably occur when you're ramping up at this rate.

It's tough to get a read on operating expenses in a quarter. There weren't expectations that there'd be a big sales and marketing increase.