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

To: Doug Fowler who wrote (2190)	3/12/1999 11:42:00 AM
From: Kailash	Read Replies (2) \| Respond to of 7772

"eBay is very well poised for sequential growth this quarter of WELL over 60 percent. This is going to BLOW the Street away when they report next month. Any dip in eBay's stock price is likely to be short-lived..." And yet eBay has already blown the street away. We expect phenomenal growth - the issue is earnings relative to market cap, anything else is a red herring. This company will be a good investment only if internet valuations across the board remain stratospheric, if people forget that companies are only worth their future earnings, and if you think eBay will be able to hog the auctions market with high margins. You'd have to admit that's a bit of a gamble at this point. Any bounce could be very short-lived. I won't hold it against you that you didn't sell at 175, or 140 - but your kids might. Kailash

To: Doug Fowler who wrote (2190)	3/12/1999 12:10:00 PM
From: Tom Hua	Read Replies (1) \| Respond to of 7772

This is going to BLOW the Street away when they report next month. Any dip in eBay's stock price is likely to be short-lived... Doug, yeah ebay may report earnings of 0.04, easily beating WS expectations. 4 cents earnings for a $140 stock sounds good, heh? Regards, Tom

To: Doug Fowler who wrote (2190)	3/19/1999 5:17:00 PM
From: Doug Fowler	Read Replies (2) \| Respond to of 7772

eBay auction count update: Active auctions as of March 19,,,,,,,,,,1,903,873 Active auctions as of March 12,,,,,,,,,,1,871,314 Active auctions as of March 5,,,,,,,,,,,,1,796,459 Active auctions as of February 19,,,,,,1,591,035 Active auctions as of February 12,,,,,,1,544,149 Active auctions as of January 29,,,,,,,,1,457,406 Active auctions as of January 22,,,,,,,,1,378,705 Active auctions as of January 15,,,,,,,,1,308,663 Active auctions as of January 8,,,,,,,,,,1,281,084 Active auctions as of January 1,,,,,,,,,,1,208,832 Active auctions as of December 18,,,,,,,871,225 Active auctions as of December 11,,,,1,032,073 Active auctions as of December 4,,,,,,1,125,353 Active auctions as of November 27,,,,,,,998,481 Active auctions as of November 20,,,,,,,980,435 Actuve auctions as of November 13,,,,,,942,949 Active auctions as of November 6,,,,,,,,,901,626 Active auctions as of October 30,,,,,,,,,,861,802 Active auctions as of October 23,,,,,,,,,,832,486 Active auctions as of October 9 ,,,,,,,,,,,794,279 Active auctions as of October 2 ,,,,,,,,,,,762,731 Active auctions as of September 25,,,,,,722,745 Active auctions as of September 18,,,,,,708,964 Active auctions as of September 11,,,,,,687,649 Active auctions as of September 4,,,,,,,,645,491 Active auctions as of August 28, 1998: 649,169 Active auctions as of August 21, 1998: 625,810 Active auctions as of August 14, 1998: 612,893 Growth from 13 weeks (one quarter) ago: 118.5 percent The heated debate on this thread over the past week has been how much revenue growth eBay will show over the Christmas quarter. Good arguments have been made on behalf of traffic growth (indicating lower growth), and auction count growth (indicating higher growth). I believe auction count growth will be more indicative of revenue growth, but that is only my opinion. Tom Hua believes traffic growth (of around 12 percent) will be more indicative. Place your bets.