Robert Peck
Robert Peck
corrected
I think the market's already corrected for the downplay in EPS,
ebay liable minimize original processes revised
We think eBay may have revised its processes enough to minimize its liability. However, at minimum, eBay would be liable for the original $25 million.
amazon believe free greater gross impact including margins negative originally shipping
We believe that free shipping programs, including Amazon Prime, had a much greater negative impact to Amazon's gross margins than we'd originally anticipated.
bring careers chance explore students year
We bring our students here each year to give them the chance to explore different careers to see all the things that are out there in engineering and science.
continue expect fans growth likely quarter remain stern strong switch
We expect growth in the first quarter will likely continue to remain exceptionally strong as the Howard Stern fans switch to subscription radio.
demand ebay focused online path saying side site supply
This site is much more on a collision path with other online retailers. I would also say that the traditional site has been very focused on the sellers, but now eBay is saying that it has enough supply and it's going after the demand side of the equation.
deal forward jump market opportunity partners satellite
To have these partners jump into the deal substantiates that there is a market opportunity for satellite operators, and I would look forward to more partnering with satellite firms,
digital enhanced enter form help improved introduced music offer player portable products several signal smaller user
XM introduced several new products that could help it enter the portable digital music player market. The wearable units have a significantly improved user interface, have smaller form factor, and could offer enhanced signal reception.
advertising commerce local online
As most commerce is local in nature, local online advertising could be a big opportunity.
begun competition ebay gain increase marketing recently services trial types
Auctionshark.com has recently begun a trial of meta-auctions, ... Should these types of services gain momentum, they could increase the competition to eBay (or at least potentially increase marketing costs.)
cautious continues current ebay investors policy success weigh
As long as eBay continues its current policy on non-disclosure of these metrics, we think investors will be very cautious as to their expectations of eBay's success in China, which would weigh on the stock,
available service
Any kind of service is available to them.
continue ebay invest pushing rebound returning trip
After returning from our trip to China, we think that eBay will need to continue to invest in 2006, potentially pushing off any rebound in near-term margins,
across internet quarter question spending
The spending question was the question of the quarter across all the Internet names.