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Technology Stocks : eBay - Superb Internet Business Model -- Ignore unavailable to you. Want to Upgrade?


To: Doug Fowler who wrote (4305)7/27/1999 3:37:00 AM
From: Tadashi Abe  Respond to of 7772
 
Quote in Europe;

finanzen.de.yahoo.com

Symbol: EBA



To: Doug Fowler who wrote (4305)7/27/1999 4:04:00 AM
From: Nelson Chang  Read Replies (3) | Respond to of 7772
 
Doug,

You bring up good points again.

>>>Short-term, eBay has a two problems to solve:

1. Bringing in more buyers to raise the demand to meet the glut of supply from the sellers.<<<

I think people overlooked this fact when they evaluated all the auctioneers' potentials. While there continues to be a plethora of items people are willing to sell, the number of buyers seems to be of much smaller growth. And this will severely limit the sell side.

>>>2. Getting more business out of the new registrants is does bring in.<<<

This is indeed a problem. As stated by EBAY, the new registrants are much less active. As a result, new users to revenue growth is not very impressive.

One more problem that appears to be looming is how all these acquisitions are going to benefit EBAY. I think this was already brought into question with the 2 sec I got to hear of the Q&A, especially on the earnings front. People don't seem to be especially impressed with these acquisitions.

As far as how big this market can get, it doesn't even matter at this point. EBAY's growth is already starting to taper off. And while the auction market may still grow exponentially, these companies will not as they are already becoming mature.

It used to be that EBAY had a stronghold on the industry. But in America this doesn't usually last very long, especially given all the blood thirsty entrepreneurs, and fickle consumers.