Caris & Company's Quarterly Preview: Internet Companies 1 comment
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Caris & Company analyst Tim Boyd addresses clients on what the upcoming quarter should hold for top tier internet companies Amazon (AMZN), eBay (EBAY), Google (GOOG) and Yahoo! (YHOO).
The companies report on 10/17 (YHOO), 10/18 (EBAY0, 10/19 (GOOG) and 10/24 (AMZN) respectively. Caris continues to believe that with the exception of Amazon whose underlying business model they continue to view as flawed, the companies in this report should continue to reward investors.
The entire Caris & Co. report follows:
AMZN-EBAY-GOOG-YHOO 1-yr comparison chart:
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This article has 1 comment:
Just wondering how you worked out your FX numbers, especially with GOOG showing a 25-35MM gain from it. I see the Euro being being down only slightly (somewhere around 1%) from Q2 to Q3 - this accounts for 25% of Google revenue - but the pound (UK is somewhere around 15% of GOOG revenue) is up 2% against the dollar Q2 into Q3.. so I'm seeing currently translation effectively being flat Q2 to Q3...