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To: KeepItSimple who wrote (6004)10/27/1999 4:13:00 PM
From: isaac newt0n  Respond to of 7772
 
what Meg actually said today....
Has anyone summarized CNBC talk? It was just a brief interview. Yes, regarding a recent post here, she said she does not comment on "conversion" numbers, but she did say they are relatively flat year over year. No surprises there.
More important, she said she is "comfortable" with this quarter's (Xmas) consensus estimate of 2 cents, i.e. flat with last quarter as just reported. Ebay is not a Christmas shopping site she said, and pointed out that there was no spike in income last Christmas season. "In fact," she said, "our big quarter is the one after Christmas." With new users pouring in, I am a little surprised that she would say this with such assurance.
What puzzles me most, however, is how Ebay calculates average income per user--the figure that has gone down. Obviously, a straight average is meaningless because some users have been around a day, some a couple years. Other ways I can think of to make this calculation are also flawed. Any insights?



To: KeepItSimple who wrote (6004)10/27/1999 6:48:00 PM
From: re3  Respond to of 7772
 
kissy you can make predictions, but you must realize imo you have stated you bet your entire net worth many times on these boards, most recently on ebay calls...

either this is true or it is not true

you also agreed to fax McNabb about trade confirmations re quallcomm poots...you have not done this to my knowledge...

your predictions are quite dramatic too...ebay is not going to 3 or 300 tomorrow, however you give people the erroneous idea that it may happen...you predicted jan 2/99 would be the mother of all sell offs on wallstreet...

should i find that post ?