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Technology Stocks : America On-Line: will it survive ...? -- Ignore unavailable to you. Want to Upgrade?

To: robert duke who wrote (11803)	11/11/1998 10:15:00 AM
From: Gaffa	Respond to of 13594

Why is ebay up so high. I don't understand that one. 1. Hype. 2. They actually have perhaps a better business model than either AMZN or YHOO. All YHOO does is to attract a lot of traffic, and how much traffic do they have to handle for one dollar's worth of advertising revenue? AMZN has real transactional revenue stream, but they have to sell they stuffs cheaper than anybody else, and also spend heavily to build the brand, compete with other brands in book, CD, and they have to leverage their brand to grow into new markets, and that's expensive. While eBay has a community there trying to buy or sell something, they carry no inventory, their service is 'sticky' and people come back often to check on their bid and offers, and they are profitable right here right now. Sounds very cool, but is that stock price justified? 130 bucks? mama mia 3. We are seeing the emerging of some cyberstores that are for real, and this has to be good for AOL the mall operator.