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 : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Eric Wells who wrote (69720)	7/26/1999 5:05:00 PM
From: Tradegod	Respond to of 164684

I'm showing the last trades on EBAY have settled back to 106 and change, up about 2. Doesn't really matter until tomorrow. Hard to imagine that EBAY would rebound the entire market.

To: Eric Wells who wrote (69720)	7/26/1999 5:06:00 PM
From: Jan Crawley	Read Replies (1) \| Respond to of 164684

>>CNBC says EBAY is up 5+ after hours on positive earnings Logged back on my LvlI about 5 mins ago and ebay is trading around $106 1/2; active but there were no "very large" blocks. There was a large Amzn block, 31,200 shares traded @107. Can anyone verify?

To: Eric Wells who wrote (69720)	7/26/1999 5:06:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 164684

No, I think the numbers are poor. Hard to make sense of the multiple with 10% q over q revenue growth but as we all know it is a matter of results vs. expectation. The street must have expected a disaster, and it isn't a disaster. And they can suggest it is from the outages and the slow summer season and look forward. In retrospect, yhoo and inkt's numbers were good and the others weren't. My opinion of course, but what I am talking about is that they sustained the same rate of grwoth but the others fell off.

To: Eric Wells who wrote (69720)	7/26/1999 5:08:00 PM
From: Cap_Loss_Cfwd	Respond to of 164684

>> I'm a bit amazed that the view on Ebay's earnings is positive<< I am as well. I saw little cause for the longs to break out the champagne and party hats. I think it is a relief reaction that things were not worse. The sequential growth looks to be down. I will be surprised if Ebay does a major gap up in the morning. If it does, I will short some more.

To: Eric Wells who wrote (69720)	7/26/1999 5:11:00 PM
From: Doug Fowler	Read Replies (1) \| Respond to of 164684

Eric: I think it is a very poor report for eBay. Their core auction business did only $38.2M, from last quarters $34M. The extra $11M is misleading, as it came from acquisitions, and is in fact flat with whatever it was last year. A lot of people will be misled by the first number (at first), but when the numbers are examined more closely, people will realize these are very disappointing numbers, even if you add back in the $3.9M in credits given for the outage. It was at the low range of my expectations. However, the CC will be more important, and the Street will be more interested in what eBay is doing to clean up its technical problems.