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Technology Stocks : eBay - Superb Internet Business Model
EBAY 82.85-5.3%Feb 11 3:59 PM EST
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To: 10K a day who wrote (6801)3/1/2001 3:01:24 PM
From: A.L. Reagan  Read Replies (1) of 7772
 
I think growth in the US auctions will level off and buying outfits internationally will not offset the slowing in the US -- plus add integration and acquisition risks. Ebay will not acheive its lofty revenue targets on which the P/E ratio was based and at some point Meg will have to officially scale these back.

I think she is running the business correctly in increasing fees, but at these P/E's WS wants to see the top line growing rapidly as well as eps, and I don't think that's in the cards. Hopefully I'm out in front on this one.
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