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

To: Doug Fowler who wrote (6329)	2/6/2000 7:26:00 PM
From: Nelson Chang	Read Replies (2) \| Respond to of 7772

Doug, I completely agree. And I know EBAY is trading strong, which is enough for me to buy. However, maybe you can explain to me - what in the world were analyts so impressed with this quarter? From my research, EBAY barely met the metrics. And those metrics are slowing. So what gives? >>>eBay certainly has a lot of eyeballs, but I would guess that 10 percent of the eyeballs make up for 80 percent of the traffic. I would be bullish on eBay if I saw evidence that the company were finding new, significant ways to leverage its position. Until such time as I see that, I will stay on the sidelines.<<<

To: Doug Fowler who wrote (6329)	2/7/2000 5:24:00 PM
From: spal	Read Replies (2) \| Respond to of 7772

Doug; You make an interesting observation regarding the make-up of eBay's eyeball flow in that 10% of their eyeballs make up 80% of their traffic. I always like to perform thorough fundamental analysis on stocks, particularly internet companies, since the financial due diligence metrics often don't mean much. My question to you is where do you go to get fundamental information about a company? Any insights as to web sites you prefer, or other sources would be very much appreciated. Thanks S Pal