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

The sentiment is tired in terms of the Internet universe.

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

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

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.

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.

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

…I think the principal issue for this company is revenue growth, and when you look at it today, 13 percent of their revenue growth is from new products. But the problem is it’s only 13...

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...

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...

AOL recognized that they needed to shift from selling content, which wasn’t practical, to relying on advertising. They’re heading in the right direction.

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

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

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

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

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

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,

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...

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

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

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

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

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

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...

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

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

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

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.

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...

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

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

There’s much more downside risk in the stock between now and Thanksgiving, and unless Q4 is blowout, at least until Valentine’s Day [when the full allotment of shares is eligible for sale],

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.

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

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

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 high price definitely creates pressure to sell.

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

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...

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

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

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

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

There are a lot of moving parts with the economic, overly regulatory and political climates in China, but the potential is so great. The real question is, when does the payoff come?

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.

It confirms what I’ve been thinking about revenue deceleration,

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....

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.

MORE ENORMOUS. It would be a stretch to say there is any synergy between [the enterprise and mobile businesses].