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Technology Stocks : OnSale Inc.

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To: chirodoc who wrote (1163)6/21/1998 1:39:00 AM
From: Scott Moore  Read Replies (2) of 4903
 
Really doubtful. Ebay is listing about 100,000 items a day. Only 3,000-4,000 on average of which are computer related items. However Ebay, has really seen growth in the collectibles (currently 42k of the 100k), miscellaneous, and toy categories. Since computer items have been relatively constant over the last 6 months (my daily observation), I'll venture to say the new and used parts sales growth has slowed considerably.
Since ONSL has a fixed number of goods during any one auction period, they shouldn't be compared to AMZN, IMO. The categories at ONSL need to sustain a similar amount of growth as Ebay in these new emerging categories to sustain growth, especially with the increased competitive environment that they are now and will be facing in the future.
Since I feel Ebay offers a better two-way service for me, I must admit I haven't followed the growth of the non-computer related categories at ONSL, but definitely would be interested to here from anyone that has a gut feeling of the growth from their observations.

The same evaluation of EGGS would apply in my mind, that if they don't continue to expand into other categorles other than computer & consumer electronics, the future cannot be too bright for them.
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