eBay Wall Street Presentation by Bob Swan

[mandy]

Bob did a great job of explaining eBay as a portfolio of Internet co's (must be that GE background at work) and how they fit into the Inet ecosystem (slide 4).  It's interesting to me in this slide that Yahoo! is focused on Search/Find and Entertainment with eBay filling in the middle spots of buy/communicate/pay- this continues to solidify my Ybay/eHoo theory.

Slides 7 and 8 are really interesting.  Bob set it up to say that they are listening to their customers and buyers (Sellers take note - at ebay customers=buyers, not sellers - hmmm) are telling them that the top 5 issues buyers have with eBay are:

1. Shipping
2. Feedback
3. Ease of use
4. Safety
5. Conflict resolution

Bob then went through in great detail (slides 10+)  eBay's initiatives in each of these areas ...

full article: http://ebaystrategies.blogs.com/ebay_str...at_me.html
the full presentation (.pdf format): http://investor.ebay.com/common/download...anyid=ebay&fileid=75856&filekey=c3e92e6e-19f6-4c15-b0e7-fa02a9c36bcc&filename=eBay_MerrillLynch_Feb07_FINAL_web.pdf

[amy]

Sellers take note - at ebay customers=buyers, not sellers - hmmm

That should read: eBay mistakenly thinks the sellers' buyers are its customers