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

To: M31 who wrote (1997)	3/6/1999 6:24:00 PM
From: J. C. Dithers	Read Replies (2) \| Respond to of 7772

How do you define "fundamentals"??? I'M the one talking about "fundamentals." What's fundamental is that millions (growing exponentially) of affluent people across the globe are spending hours every day of the week buying, selling and having a jolly time on the Ebay site. NBC or CBS would kill to have a locked-in, fanatically loyal audience base like this. ABC charged advertisers $900,000 for 30 seconds of air time on the Monica interview, even at the risk of a lot of people going to the john when their spot aired. What are Monica's "fundamentals"? What is commercial exposure on Ebay worth? You've got to get the balance sheet blinders off and think about the value of intangibles (even the balance sheet recognizes them as "good will"). Ebay is the future. Ebay is the way.

To: M31 who wrote (1997)	3/7/1999 8:17:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 7772

And the longs are clueless & lucky [...] Oh yeah. Great data point, all the 'luck' that has contributed to many shareholders seeing remarkable returns. I'm not yet a very long term owner, but clueless, lucky, and long-term profitable simply don't go together. And many people are long-term profitable on EBAY. Good luck in your speculation. It's not hard to see that shorts have been the speculators so far. eBay has shown remarkable growth and staying power in this industry; and it's becoming clearer that when the first mover in an Internet field executes with skill, customer service, and strategy, they are extremely difficult to mimic. Randy