The quarter was phenomenal. It was another in a long line of outstanding quarters by a company that really in almost every way is separated from its Internet peers.
We are in the midst of an inflection point for Yahoo -- and the online advertising industry in general -- that finally pushes Internet marketing into the mainstream and sets the stage for robust growth.
Yahoo! has been a fairly good indicator of how others in the Internet group perform, ... buy.
Other Internet companies are not likely to blow through their quarters the way they have in the past,
We continue to view eBay as a core Internet holding. However, we are still struggling to find a meaningful near-term catalyst and believe that the company is entering a more mature phase of its growth cycle that could limit potential upside in future quarters.