Martin Pyykkonen Quotations

The expectations going into the quarter weren't very high. Overall, it was an in-line quarter with in-line guidance.

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.

The product rumors are secondary to the positive sentiment among investors heading into the first-quarter results.

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.

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.

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.

Nobody's going to buy these stocks on third quarter guidance and numbers.

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.

I am certainly in the camp that this rumor makes little sense,

Fundamentals are still strong. But for stocks like these, it's not good enough to keep them going up.

I don't think anybody is concerned that eBay is going to fall apart. But there could be a lack of buyers if interest rates keep going up and consumers are more concerned about credit card debt.

There is an increased intensity in the trend towards packet-switched equipment, ... Lucent gets about 50 percent of its revenue from older world technology products, and the growth rates on those products are heading to the lower single digits.

It confirms what I've been thinking about revenue deceleration.

That 6 percent plus or minus is about where they're stuck at.

It does help you to get some idea of the true value of what you are selling.

Most eBay sellers, until there's another channel that has significant volume, will stay. They may grumble and complain about fee increases but eBay is in the driver's seat,

We haven't seen much activity on the Internet from the traditional ad agencies. They have had their head stuck in the sand,

With every $100 that goes by, the risk/reward ratio gets less appealing.

This seems, on balance, a solid report, with nothing wrong in the quarter,

Things unraveled more quickly in the past year than they thought internally, so they need to get someone from the outside to improve investor perception, preferably someone from the data networking industry.

The stocks are not cheap, so any hiccup could hurt,

Terms of the settlement, although not disclosed, would suggest some sort of payment was made, but that a trial has been avoided,

Demand for optical technology is insatiable. As long as demand continues then think this deal would do well. I don't see demand to let up.

Compared to the blow-out revenue numbers in recent quarters, what it's showing is coming in right at the mean.

Amazon's aggressive pricing will keep overall margins stuck in the mud.

The renewal was a little bit of a surprise. It's definitely a positive for Yahoo!.

There's a lot of investor money chasing the obvious, well-known names.

It's not that things are perfect, and you could argue that things are still early in the history of the Internet, ... but the business models that are built on it are more real and concrete.

It looks like an in-line quarter with no real upside. The fourth-quarter numbers they are guiding up a little bit, but the Street was already up there.

It looks like an in-line quarter with no real upside,

The notion of free shipping has become ingrained in people's minds, especially if you're talking about larger items or higher-price items.

The basic question: is this an Internet stock or a retailer?

It's very high margin. And Yahoo! just sits and waits for the checks.

They did it again; it's amazing. Based on what I see right now, there's nothing I can find fault with in this report.

The sentiment on the group is pretty lousy right now. There is not a lot of excitement looking into this year.

The sentiment is tired in terms of the Internet universe.

It's really volume driven. There are more and more search queries so growth should continue on the ad front,

Investors are treating eBay as the safest stock in the Internet, ... The good news for eBay is they have a defensible monopoly and it's hard to crack that.

In terms of prudence, you would like to see other revenue streams.

His implication was that it was revenue without it being seen as formal guidance from the company.

George was definitely trying to dissuade the audience from the scare he put into investors earlier this week.

I'd say it's disappointing, because it's continuing to show a revenue deceleration. Their range is more toward the low end of the Street estimates.

If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.'

The evidence and the numbers seem to support that, no, it was not. It was a good, solid quarter.

The high price definitely creates pressure to sell.

The company has so far given no indication about plans for a stock split. But whether someday we're at a Berkshire Hathaway stock price, who knows?

The law of large numbers was already baked into most estimates out there, including mine. You have to wonder, is he signaling anything beyond that? Is the first quarter going to be softer than people are expecting, and are they trying to manage those expectations?