Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Glenn D. Rudolph who wrote (3251)	11/20/2000 1:44:27 PM
From: Bill Harmond	Read Replies (3) \| Respond to of 57684

In a nutshell she says that she doesn't buy eBay's 2005 growth targets based on decelerating collectables growth, that new initiatives will be more costly than she originially thought, thinks that eBay is no longer a buy-out candidate (where the hell she got that one is way beyond me), and thinks there's more downside because it had held up better than others so there's little valuation support. That said she believes eBay remains one of the most valuable franchises due to its highly-profitable platform, yada yada yada.