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

To: znv who wrote (2296)	3/16/1999 5:38:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 7772

Define "winner". Could you please explain how exactly the greatness of Internet (which nobody in his right mind would dispute) translates into "victory" for EBAY as a company (it already won as a bubble, of course). If you can build an Internet company that holds people's time and attention, and funnels their money, with the magnitudes that eBay does and will in the future, you'll have yourself a company worth tens of billions of dollars. eBay can do a lot with that time, attention, and revenue stream. The market says they will continue to "win"; time will tell. The victory potential is that they will continue to grow quickly both their user and revenue base, and that their distant future market capitalization will prove today's stock price "cheap" vs. a market return. Randy

To: znv who wrote (2296)	3/17/1999 8:58:00 AM
From: J. C. Dithers	Read Replies (1) \| Respond to of 7772

The winners in the growth of the Internet will be those companies that can deliver the largest and most dedicated audiences (communities)to potential advertisers and sellers. This is where eBay outshines them all. When you think about the tenuous, flimsy hold that search engines have over their audiences, and then compare their valuations to eBay, it makes eBay shares seem dirt cheap at current prices. Ebay offers superlative reach (truly global) and an audience that becomes more vested in and committed to the site with every transaction. I think it is very noteworthy that Lands End has begun selling on eBay and advertising eBay on their own web site. I think this is only the very beginning of corporate advertisers and sellers wanting to establish a presence on eBay. I believe this is where the really big money will come from in the future.