Safa Rashtchy Believe Quotations

We believe Yahoo!'s stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo!'s increasing market share and the conservative guidance.

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

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

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

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.