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.

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

To: tiquer who wrote (65)	9/15/1998 1:12:00 PM
From: Doug Fowler	Read Replies (1) \| Respond to of 7772

Hi Roger: Thank you for pointing out this very interesting development. A few observations: 1. Clearly, OnSale Exchange was not working for OnSale. I think this shows just how formidable eBay has become. 2. If anyone has a chance at making a serious run at eBay, Yahoo would certainly be a possibility. 3. I think we'll know with 100 days whether Yahoo is going to be successful here. 4. I wonder whether Yahoo will ever charge for the auctions. That is where the real money is, at least in my opinion. 5. It will be interesting to see how much Yahoo improves Onsale Exchange, as I have always found Onsale Exchange to be a far inferior experience to that of eBay. 6. Maybe we'll be able to pick up the eBay shares cheaper, as a result.

To: tiquer who wrote (65)	9/15/1998 8:05:00 PM
From: Scott Moore	Read Replies (1) \| Respond to of 7772

Almost like a MSFT/NSCP squash move. Actually this will be great for buyers at eBay if YHOO can steal attention and divert eyeballs away from some of eBay's auctions. Otherwise, eBay obviously has beat ONSL in the third party category and ONSL is grasping at straws to fight them off. I wonder now if it is clearer than ever that holding a short bias toward ONSL is the right move. YHOO's classifieds have always been weak IMO. If there is a flavor to the new YHOO auction of big liquidators being the major sellers, then eBay will still reign supreme. Scott