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: George Gotch who wrote (1892)	3/4/1999 12:54:00 PM
From: Smart Investor	Read Replies (1) \| Respond to of 7772

YHOO and AOL are moving into online auction aggressively. Since YHOO and AOL have other big revenue sources, they can afford to cut commission drastically to get ebay's customer. Many other smaller players are also moving into online auction. I think ebay has topped out. There may also be downgrades because of valuation in the near future.

To: George Gotch who wrote (1892)	3/4/1999 1:32:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 7772

Yeah ok Randy. You overestimate loyalty! What happens if someone comes in and lowers commisions by half? Nobody will know about it, or if they do, they won't care. The sellers want the biggest number of bidders. The bidders want the best selection. eBay wins, unless and until one of the portals with huge membership numbers can find a good way to establish 'novelty' in their auction business. Yahoo has 35 million or so users, and can't get their auction business of the ground so far. Randy