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: jeff nightbyrd who wrote (3204)	5/18/1999 10:05:00 PM
From: McNabb Brothers	Read Replies (2) \| Respond to of 7772

jeff, Sorry to take so long in getting back to you, but was out of town on business. <Why do you not think the ebay business model is not going to be copied over and over?> It will be copied over and over and I believe most if not all of them will fail. EBAY needs to stay focused at what they are doing and they will stay number one. I saw in a consumer annual report the other day where it was quoted that the number one and two brands in a market usually has an 80% or greater market share of that market, and in some cases only one brand had that much market share or greater. I place EBAY in that one brand group and it is hard for me to see a close second at this time. <Maybe ebay is more vulnerable to competition than even Amazon?> Competition is what will make great companies become even greater if they are up to that test, and I believe EBAY is in a position to profit greatly by way of the competition. Competition makes people stay on their toes and I'm so glad EBAY has it for they will only become that much better having the competition knocking on their front door. Now as far as EBAY being more vulnerable then AMZN, I would have to disagree with you 100% there, for I do not think AMZN will ever make money, even if they do turn a profit their current stock price will never be justified IMO. Hope this helps, and by the way if they put EBAY to me I still more puts at lower prices. Hank