16 Total Quotes

Safa Rashtchy Quotes

The revenue guidance for the first quarter looks pretty solid.
Safa Rashtchy
#Guidance

For some reason, people had their hopes much higher than this, especially for the guidance. Everything seems to be in line.
Safa Rashtchy
#Guidance

Yahoo is the largest destination for brand advertisers. Unfortunately, it has been overshadowed by search.
Safa Rashtchy
#Advertisers

Amazon is handling the competition fairly well, but it is not pulling away from the pack (of other Internet retailers),
Safa Rashtchy
#Competition

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

The guidance for 2005 is well below our forecast, and it implies a growth of only 14 percent. Our forecast was for growth of about 20 percent.
Safa Rashtchy
#Growth

Crossing the 50-percent threshold on broadband usage, increasing focus of traditional media companies on Internet, and most importantly, the gradual but profound change in consumers' behavior for content consumption is pushing many more advertisers to allocate more dollars online at the expense of traditional media.
Safa Rashtchy
#Focus

I expect the tone of the conference call and the guidance they give to be more positive than investors expect.
Safa Rashtchy
#Guidance

It is a positive move. Investors almost hated the e-commerce business because a it was low margin operation, ... What they like about Internet media companies is they get 80-to-90 percent margins on advertising and sponsorships agreements. Why bring it down by selling something that has no margins?
Safa Rashtchy
#Business

With growth pushed off until 2007 and beyond, we would not be active buyers yet but rather look for potential catalysts over the next year.
Safa Rashtchy
#Growth

There's been a string of bad luck and sloppy disclosure which does reduce the confidence of investors, especially those with shorter-term horizons.
Safa Rashtchy
#Confidence

Yahoo's strong performance this quarter, beating estimates and raising guidance, repeats its performance of the last three quarters and should eliminate doubts about the company's ability to generate and grow non-advertising revenues.
Safa Rashtchy
#Guidance

While some of the slowdown ... is likely due to seasonal effects, the significant drop-off is likely the sign of a more pronounced slowing in the real-estate market.
Safa Rashtchy
#Slowdown

Investors, surprisingly, acted rationally this quarter and had low expectations.
Safa Rashtchy
#Investors

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