Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: bobby beara who wrote (37858)	3/2/1999 11:07:00 PM
From: Follies	Read Replies (1) of 94695

bobby, Can we talk funnymentals? I know Luc T. thinks this is heresy but... I think you are short Ebay. I am short YHOO and thinking of spreading it with a long Ebay on a good dip. Two very important FA considerations 1) Ebay makes real money, a percentage of sales. I personally have spent over $2000 on various items. I have never clicked on a banner ad at YHOO, in fact I only go there 1-3 page views per day. I have spent hours at Ebay ( I've resumed a coin collection I started as a youth more than 30 years ago). 2) YHOO is vulnerable to a new portal with a new buz (pass the thunderchicken), No one will have loyalty to YHOO. Ebay however is a critical mass business, more buyers mean more sellers mean more buyers mean more sellers and the beat goes on. People will list there items where ever there is the most traffic. People will look where ever there are more items for sale. There is a barrier to entry that YHOO doesn't have. WHats your thoughts bb? GOD I LOVE THE SMELL OF VELCRO. Loaded to the gills with bizarro calls and 1000 PE stocks ;-)

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