Safa Rashtchy Guidance Quotations

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

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

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.

Amazon insists it is still on the path to double-digit operating margin, despite the fact the 2005 guidance distinctly suggests a reversal of this course with declining incremental operating margin. Clearly, something is amiss here.

The revenue guidance for the first quarter looks pretty solid.

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.

There was little new in Amazon's quarter or guidance as both followed Amazon's trend for the past several quarters, which is to meet guidance and lower margin expectations.