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Time (Free subscription) | yesterday
Even internet superstars fall to earth eventually. While recent reports of layoffs and other cost-cutting measures at Google have been greatly exaggerated, the search giant's culture of unbridled spending is finally coming to a halt. And that's probably a good thing. "Hard times have forced discipline on them," says Sanford Bernstein's Jeffrey Lindsay, who predicts, "They'll come back...
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The Street (Free subscription) | 21/11/2008
... until these companies warn about the current quarter and offer conservative forecasts for 2009. Jeffrey Lindsay, analyst with Sanford Bernstein, says that it's hard to gauge what companies will actually say as their visibility isn't much clearer. "We're at an unprecedented point right now where no one really knows anything," Lindsay says. "Nobody knows how the consumer is going...
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Tech Trader Daily (Free subscription) | 20/11/2008
... to pay off, the combined company would have to cut as many as 3,000 jobs, citing Bernstein analyst Jeffrey Lindsay . The story notes that AOL had 6.5% of the online ad market last year, making it the fourth largest player behind Google , Yahoo and Microsoft .
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Tech Trader Daily (Free subscription) | 24/11/2008
Bernstein Research analyst Jeffrey Lindsay this morning reduced his target prices on five key Internet stocks, asserting that “without a buyer of last resort to step in when market valuations fall below” intrinsic value, the stocks “will continue to trade largely on momentum.” Lindsay writes that he is switching his valuation methodology away from a discounted cash flow approach...
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Physorg (Free subscription) | 19/11/2008
... As of Monday, it stood at less than $16 billion. All along, said Sanford Bernstein analyst Jeffrey Lindsay, Decker was playing a prominent role in Yahoo's management. "Her credibility has in many ways been as damaged as Jerry Yang's," he commented. "We'd view her appointment (as CEO) as a negative." The pool of other potential candidates to succeed Yang is extensive. It includes Jon...
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DealBook (Free subscription) | 05/11/2008
Yahoo’s advertising partnership with Google officially died Wednesday morning — but Wall Street seemed to celebrate, sending Yahoo’s share price up 10 percent, to about $14.70. What was there to cheer about? On its face, not much: Jeffrey Lindsay, an analyst at Bernstein Research, wrote in a report Tuesday that the Yahoo-Google deal was “on life-support” [...]
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SeekingAlpha Internet Stocks (Free subscription) | 04/11/2008
Eric Savitz (Barron's) submits: For Yahoo (YHOO), the end game may still lie in Redmond. That’s the conclusion of Bernstein Research analyst Jeffrey Lindsay . In a research note this morning, he says that the revised terms of Yahoo’s proposed advertising outsourcing deal with Google (GOOG) is “a desperate gambit that is likely to fail.” Complete Story »
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Seattle Times (Free subscription) | 06/11/2008
... the Google deal is going to cause cascading problems for Yahoo," said Sanford C. Bernstein analyst Jeffrey Lindsay. "It's hard to see how Jerry Yang survives it."Yahoo's hopes of boosting its annual revenue by $800 million through the Google partnership were torpedoed by the concerns of Justice Department antitrust officials, who argued that the deal would erode competition in the...
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Wired (Free subscription) | 05/11/2008
... happening. "It’s very hard to see how a Yahoo/AOL deal could happen," Bernstein Research analyst Jeffrey Lindsay. "That would mean that Yahoo is in a very attractive proposition for Microsoft." The collapse of the Google search deal denies it the $250 million that Yahoo expected to make in the next year from serving Google advertising to key words that are currently making little...
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IOL (Free subscription) | 05/11/2008
... the partnership to two years from 10, a source told Reuters on Monday. Sanford Bernstein analyst Jeffrey Lindsay called the revised offer a "desperate gambit." He said in a note that he expected the Justice Department to defer a decision until next year, and expects the agreement to eventually fall apart. Should that happen, Microsoft might renew its effort for Yahoo with an offer...
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Reuters UK (Free subscription) | 04/11/2008
... of the partnership to two years from 10, a source told Reuters on Monday.Sanford Bernstein analyst Jeffrey Lindsay called the revised offer a "desperate gambit." He said in a note that he expected the Justice Department to defer a decision until next year, and expects the agreement to eventually fall apart.Should that happen, Microsoft might renew its effort for Yahoo with an offer...
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Reuters (Free subscription) | 04/11/2008
... of the partnership to two years from 10, a source told Reuters on Monday.Sanford Bernstein analyst Jeffrey Lindsay called the revised offer a "desperate gambit." He said in a note that he expected the Justice Department to defer a decision until next year, and expects the agreement to eventually fall apart.Should that happen, Microsoft might renew its effort for Yahoo with an offer...
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Reuters UK (Free subscription) | 04/11/2008
... of the partnership to two years from 10, a source told Reuters on Monday.Sanford Bernstein analyst Jeffrey Lindsay called the revised offer a "desperate gambit." He said in a note that he expected the Justice Department to defer a decision until next year, and expects the agreement to eventually fall apart.Should that happen, Microsoft might renew its effort for Yahoo with an offer...
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Market Watch (Free subscription) | 04/11/2008
... Yahoo could see under the setup. But few expect even this deal to pass muster with the Feds. Jeffrey Lindsay, an analyst with Bernstein Research, said in a report Tuesday that the deal "is on life support." He believes the failure to lock in the deal will precipitate a series of problems for Yahoo, including the failure to close a possible merger with AOL, a unit of Time-Warner Inc....
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The Street (Free subscription) | 23/10/2008
... as 14% in after-hours trading on Wednesday. The stock was down 6% to $46.99 in recent trading. Jeffrey Lindsay, an analyst for Sanford Bernstein, criticized Amazon's broad guidance in his research. "We think this is unrealistically pessimistic even in today's environment," he wrote in his research. "Given that management must already have some idea of October's performance, we think...
