SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : eBay - Superb Internet Business Model
EBAY 83.64+3.5%3:32 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: GemSeeker who wrote (2477)4/5/1999 3:41:00 AM
From: Doug Fowler  Read Replies (1) of 7772
 
While Amazon poses a threat, we will know very soon whether that threat is significant, or whether it is minor.

Yahoo is a strong brand, but it hasn't hurt eBay one bit.

Amazon is off to a good start (but so was Yahoo). I am looking to see how long it takes Amazon to get to 300,000 ongoing auctions. If they get there within 60 days, I think eBay has a serious problem.

I think you should consider where the new people Amazon brings into the online auction process will go when they find out eBay has 30 times as many items for sale.

As far as valuation: in my opinion, Amazon is far more insanely valued than eBay. I think they are all insane, but I'm not very good at predicting stock price.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext