Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: cdbud who wrote (4219)	7/24/1999 1:36:00 AM
From: Doug Fowler	Respond to of 7772

I expect eBay to show respectable growth in the report, but a far cry from the first quarter's growth. What will be confusing is how they account for the big outage. Assuming no outage, I expect revenues to be around $46M. If they never collected the revenues related to the outage, then look for $42M. I expect eBay's stock price to be more affected by the conference call, and everyone will be looking for when eBay will have true redundancy (hot swap backups). I expect a few analysts to address the slowing growth issue. As far as Q4 being a blowout quarter: actually Q4 sequential growth in Q2, Q3 and Q4 last year was around 50 percent, with Q1 sequential growth being 125 percent. If 1998 is an indication, Q4 growth will be no better than the current quarter.