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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: StockHawk who wrote (507)10/28/1999 1:34:00 PM
From: Bruce Brown  Read Replies (1) of 1817
 
StockHawk,

That's exactly the kind of winner take all stakes this Godzilla Game affords. eBay is it, in terms of online auction action. Pretty hard to unseat that brand and stickiness score. Even management has said they don't see any loss in business due to the competition thus far. The only thing I can see is if the 7 million + eBay customers also run over and sign up on Amazon.com's auction site and list their items. Then we have the same group listing at both sites and the same buyers buying at both sites. It could happen (although I doubt it), but then they both benefit.

Regardless, this is a clear example of that first to market mania that took hold and is building (or has built) the Godzilla. Then the question becomes - if eBay is the Godzilla, what next? Does one just watch the efficient money machine continue to create cash as well as build up the Godzillaness by adding other partnerships and features or do we run and play a different game? I'm of the belief that eBay is and has won the game. Something really new and exciting would have to come along to pull those 7 million and growing customers off the site to switch their comfortable setting at this point. I'm not saying it can't happen, but the business model of the online auction is the most gorilla like of all the Internet business models - thus sayeth the authors.

BB

(Long my big 40 shares!)
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