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To: Olu Emuleomo who wrote (77887)	9/21/1999 7:42:00 AM
From: John Chen	Respond to of 164684

Olu,re:"kill...wont work". Nobody is killing EBAY. Just get a piece of it. Can someone post a "expert's view" like: "this is going to HURT?" or something of that nature. Talk about 'spin-doctor' or 'smoothing out the effect with proper wording'. At least the 'rosy picture' from the stock pusher (or underwriter/overbidder) that sky's the limit may need to be adjusted for 'where there is money, there is competition'. Maybe this technology just allows even the small guy can exists due to low cost. But stock price wise is quite another story because you need to be 'BIG' and 'NAME BRAND' so WS can push it. What happened to TGLO, why aren't they pushing it. Story won't fly any more? Business model not quite their liking? Where the hell is the 'underwriter/overbidder'? "The easy money has been robbed". Now, get real and earn it. Unless you are 100% correct all the time, the safetest way for ordinary people to honor the internet revolution is to buy MSFT/INTC/MOT/CSCO/LU/TXN/AMAT/EMC...things that work behind the scence. But these are too boring and has no 'earning effect' for the 'financially insecure industry' ---> WallStreet. What would they do if the market goes up steady and slowly? THEY DIE and NOBODY WANTS TO DIE.

To: Olu Emuleomo who wrote (77887)	9/21/1999 10:50:00 AM
From: Eric Wells	Read Replies (1) \| Respond to of 164684

I'm amazed that in all the articles I have read on the potential impact of the new Fair Market Auction Consortium on Ebay, no one has mentioned the following issue: Even if the consortium fails miserably, the formation and announcement of the consortium is likely to put negative pressure on Ebay net income in the short term (6-12 months). Why? In deciding how to react to the consortium, Ebay can either do nothing (which is very risky) or spend more dollars on marketing - which might lead to a decrease in net income. A decrease in net income in itself might cause Ebay's stock to go down, even if investors are exceedingly optimistic about Ebay's prospects (what will be the reaction if Ebay suddenly sustains a loss during one of the coming quarters?). The worst thing Ebay can do is assume that the consortium is no threat at all. That's the way Lotus viewed the competition in the early 90's. I see Ebay is back up this morning. Thanks, -Eric