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Technology Stocks : eBay - Superb Internet Business Model

EBAY 94.77

+1.3%

1:56 PM EST

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To: Doug Fowler who wrote (2262)	3/14/1999 5:43:00 PM
From: Tom Hua	Read Replies (1) of 7772

Doug, it's a coincidence that the number of items listed in past quarters grew in proportion to increase in traffic. Revenue growth depends primarily on traffic growth, and not on number of items available for sale. This is what the company said last quarter: Increased activity on the site was the primary contributor to the increase in revenues for the quarter. The fact is traffic increases only 12% this quarter. No question there's an increase on the supply side, as listings go up. But it's also clear to me, there's a significant slowdown on the demand side. I guess this will all become clear in about a month. On top of all these, insiders are selling like there's no tomorrow. 76 insiders filed to sell 7.7 million shares last month. Another 18 144s were filed between March 2-11. I don't know when I'm gonna close my current short position, but one day before earnings release next month, I'll short again for an earnings play. Regards, Tom

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