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To: donkeyman who wrote (673)3/21/1999 4:13:00 PM
From: KurtSS  Read Replies (1) | Respond to of 4337
 
If you haven't already checked out the Motley Fool website regarding EBAY, you may want to consider this as your next step. EBAY was a recent purchase in their most aggressive portfolio (Rule Breaker), and they have some nice insights in their buy recommendation notice.

Among the things they discuss, is that while other auction sites exist, and will pop up, EBAY is turning into the de facto location for auction buying and selling. Being first and being biggest is a huge advantage, given the interest of sellers for maximum buyer exposure and buyers who want the best selection.



To: donkeyman who wrote (673)3/21/1999 5:17:00 PM
From: Jing Qian  Read Replies (1) | Respond to of 4337
 
Here is the link to Motley Fool's eBay analysis:
fool.com



To: donkeyman who wrote (673)3/24/1999 3:19:00 AM
From: steve harmon - analyst  Respond to of 4337
 
ebay - i like its leadership position but think auctions are becoming a commodity. as the leading auction service it does hold advantage and i've been fighting the tape on ebay ever since it shot past $10 billion market cap, and its boatload of options puts fully-diluted value north of $20 billion...i think that's too high for something with about $50 million revenue in 1998