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

To: Bill Harmond who wrote (30128)	8/24/2006 11:05:47 AM
From: bob zagorin	Read Replies (2) \| Respond to of 57684

piper dg ebay but goldman still bullish eBay Inc. EPS (FY Dec) 2006E $1.04, 2007E $1.30 Buy/Attractive (EBAY) $26.74 Whats changed QTD listings for eBay (7/1-8/20) total 336.3mn, up 40.1% yoy, faster than the QTD growth of 39.9% last week. QTD domestic listings total 150.7mn, up 23.3% yoy with an acceleration in both US auction/BIN (core) and store listings, up 12.5% yoy and 76.7% yoy, respectively. QTD international listings total 185.6mn, up 57.5% yoy with international auction/BIN (core) and store QTD yoy growth rates of 46.6% and 223.5%. See Exhibit 1 for a comparison of each segments QTD growth rate vs. our full quarter estimate. Listings for the week totaled 47.8mn, up 0.6% wow with US listings up 16.3% wow due to the promotion for shifting store listings to core and international listings down 10.1% wow following a promotion in the UK last week.Segmented listings trends: QTD auction/BIN (core) listings account for 82% of total listings versus our full quarter estimate of 80% with QTD yoy growth of 30.4% versus our full-quarter estimate of 20.5% yoy growth and 22.0% in 2Q2006. Exhibit 2 provides a breakdown by geography and type of listing (auction/BIN (core) and store listings) of the QTD yoy growth rates and our full quarter estimates.