Derek Brown Quarter Quotations

With the increase in guidance and a very strong quarter under its belt, valuation becomes less of an issue, but it doesn't mean that it's off the table. The valuation seems full,

Much to everyone's surprise, eBay seems to have had a much better quarter across several crossover categories.

I think that the performance last quarter was mixed,

I think that it was a very good quarter for Yahoo!,

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.

The more I delve into the numbers, the better the quarter seemed,

There was some early quarter seasonal softness that may have been interpreted as a fundamental change in the appetite for online advertising. But the question isn't how does pricing change week to week, but what is the broader demand over an extended period of time.

There were some concerns about paid-search pricing, ... but we observed no obvious changes in advertiser behavior during the quarter and that seems to be borne out by Yahoo!'s results.