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

To: McNabb Brothers who wrote (6517)	5/19/2000 12:42:00 AM
From: Doug Fowler	Respond to of 7772

Hi Hank: In any traditional market, eBay is overpriced by at least a factor of 3. However, this is not a traditional market, and eBay is the dominant leader in a space that still has a lot of room for growth. There has always been a question of just how big this space can get. It is not infinite. I've always thought that 10 million ongoing auctions would present a wall, but it appears that for eBay, 4M is already a kind of wall. Still, eBay could be a good acquisition for the likes of Microsoft, AOL, Yahoo, Walmart or perhaps a few others. I would wait for next quarter's report and see how the market reacts to the worst sequential growth in eBay's history, but I also wouldn't be surprised for one of the above mentioned companies to make a bid for eBay. --Doug