The goal is to see a recovery in ad revenue and to have a 50-50 split as they grow other businesses.

I don't believe today's rumor. Yahoo doesn't make as much sense as AOL because they are not a proprietary content provider.

The rumor was the major catalyst today that caused [Yahoo] stock to move.

I think there's no question that an improved economy will push Amazon's growth rate up. The question is whether the growth can be faster than that. As long as the company keeps reporting growth that's not less, it'll be OK.

The forward-looking numbers that they're putting out are beginning to give them more credibility than they had three or six months ago.

Given the current environment, when you've got so many companies doing poorly, to see one come out with this kind of upside surprise really speaks to the traction their strategy has.