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

To: stockman_scott who wrote (10748)	3/6/2002 10:11:25 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

To me this is typical press camp-following. eBay didn't have a cycle. Probably never will. Great model. I obviously agree; eBay saved my butt during the bear market. But, for example, is there any company on the Web (old-economy or new) that won't advertise (read "link") on Yahoo perpetually? Of course not. In California a very successful supermarket chain, Albertsons, has begun filling the Webvan void. The names will change. The eyeballs will not. I think Yahoo is far-better leveraged to the recovery than is eBay. Not selling eBay, though.