We believe that this quarter's results will be the final straw for some of those investors that were taking a leap of faith on Amazon. While we believe now is the wrong time to throw in the towel, the market will likely take a 'prove it' attitude towards the company's future.

Heath Terry

Related Quotes

While this quarter didn't feature the growth acceleration of the last two, the degree of upside in spite of the impact of buyer confusion over the change in search results is encouraging.

— Heath Terry

Yahoo's revenue in the quarter was just below consensus, with profitability lagging further behind.

— Heath Terry

While the quarter was a solid one and forward guidance positive, we believe that valuation is stretched.

— Heath Terry

GuidancePositive

It gives them another reseller out there, and obviously Cisco has a big base of clients. Having Cisco selling your products is absolutely a positive.

— Heath Terry

We continue to believe that no company is better positioned to benefit from the success of PlayStation 2 and the overall expansion of the gaming space as move into a new platform cycle than Electronic Arts.

— Heath Terry