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***mandy*** · 10-07-2005, 10:21 AM,

2 articles on eBay: one bullish and one bearish

Dueling Fools: eBay Bear

Quote:You see, it's not rival auction sites gunning for eBay these days. I mean, sure, they're still gunning for eBay, but their aim is terrible. No, the two real threats to eBay's model right now are Craigslist and Google

Another flaw in eBay's armor? Its dependency on selling cars, with eBay Motors accounting for a quarter of the company's transaction revenue. With Detroit's automakers jumpstarting new car sales with its employee pricing promotions this summer, there is now a glut of used cars on the market

full article http://www.fool.com/news/commentary/2005...=foolwatch

Dueling Fools: eBay Bull

Quote:Motley Fool Stock Advisor pick eBay represents what is arguably one of the greatest businesses ever conceived. The company carries zero inventory, has a low capital-intensive, highly scalable business model, and features powerful network effects...

full article http://www.fool.com/news/commentary/2005...=foolwatch

bargainbloodhound · 10-10-2005, 03:19 AM,

The article did say eBay Stores are 7% of revenues while the US auction business is 39%.

Quote:No, the two real threats to eBay's model right now are Craigslist and Google

I'll agree, and add the 3rd threat of 'eBay itself'. In its desire to expand its business beyond auctions it has started succumbing to the temptation to pay dot com valuations(i.e. extremely overvalued) for some of its recent acquisitions...Skype comes to mind here for some reason...which could hurt it badly down the road Smile