eBay after the bell 10-5-06: Back above $30

Only time will tell about Google Checkout. But what media light weight analyst like you don't talk about is ALL the failures of Google. Also tons of people had tried taking a shot at PayPal..even Ebay before they purchased them!

30% of paypals revenues come from off ebay sources from what I recall.There are many small businesses who already use paypal. There are already much more people who are signed up with paypal vs google so there is an established network effect already and the many paypal competitors that are in the grave tried to do just what google is doing with no traction. The key is whether google search can act as an extension to re-enforce google payments - I don't see how this can gain traction on an established paypal ever - even with deep discounts...

http://www.businessweek.com/magazine/content/06_28/b3992051.htm [Source: BusinessWeek, July 10, 2006, “So Much Fanfare, So Few Hits.”]

Google Talk. The ten-month-old instant-messaging system ranks No.10 in the world, with just two percent as many users as market leader MSN.

Google Maps. Although it ranks No.2 worldwide, viewership is 20% less than market leader MapQuest.

Blog Search. This nine-month old web log service was expected to bury market-leading Technorati. It gets less than one-fifth as many users.

Google Finance. Three-months after its launch, the site ranks No.40 in the U.S.—despite strong initial buzz. Yahoo! Finance remains No. one.

Orkut. The social-networking site gets less than one percent as many U.S. visitors as MySpace.com.

ebay wil go atleast 45 dollars a share, christmas is comeing , people will bye every thing from scoup to nuts, , this company shares will go up

Sigh
I will leave the floor to you today, but Please be kind to Melly
She is Melly.

Finally someone with some insights of a higher caliber and equilibrium of a valued company.
EBay is the ONLY dot.com that is a free cash flow generator, MOAT by all other(S)
opinions that is of bearish predictions and preprogrammed illusions.
All investors are trapped in their cocoon of illusions, where economic predictions and market forecasts have far more power than any created the analysts.
And they're far more elusive until it's too late.

Sigh
You must be a colleague above the shoulders,
Of British Calibration I am sure.

Sigh,
I like your different schools of investment thought. I concur with your analytically inclined overview of EBay, this is one of 3 stocks I have vested as a trader/Investor, G.E & Merk are the others.

The latter two I hold for long term cap/div gains. Where as EBay I trade daily/ weekly, given the high volatility and My standard deviation of trading govern by marketing conditions.
I first became interested in EBay in 2002 with a share limit of 500 per trade, now I am at an account of 5000-7500 shares per trade capping a spread of 15-30 basis points Minimum, per transaction daily/weekly.
I do admire the management of this company pivots and its paragon revenue tenability.

In disclosure,
I am a vested interest of this company as a trader of this stock.

Thank you Melly for pointing me to the article link.
Ann I would be the first to admit i'm ignorant about trading. If one can make money based on an approach then all the power to them.

As for Ebay I will admit the company isn't perfect and have made some mistakes and errors in judgement. And if I were some of the Sellers, I would be probably bitter as well. Management has made some tough decisions to reverse those mistakes knowing full well there would be an outcry. But it's a mature business with investors to answer to. This stock has significant long term upside IMHO.

The very same of the B.S, by C.F after the close of the market,
Cantor Fitzgerald starts EBay stock with a Sell rating, now that is a colossal of B.S
This reconfirmed the sentiments of the ass-nylst.
To which clients its this to be for, since C.F has ebay shareholders.

Caught on the short end of the trading
stick.

Opportunity favours the prepared mind.

Missed typed
"since Cantor Fitzgerald has "NO" ebay shareholders" on disclosure

You didn't really think I'd stay silent did you?

I'm still here eBay... sorry!

Pre-disclosure:
This old cowboy ain't got no vested interest in eBay stocks no how.

Gee Ann, how did I guess you held paper on the place.

By the way, you're suspended from the eBay discussion boards thirty days for mulitple posting.

Welcome to the club.



This analyst's school of investment:
The constitution, criminal law, customer service, and David Lee Roth.

Do you remember the last hiccup upward in eBay value? It was the day that the new Chinese head honcho was announced. After six weeks of slumping valuation, the stock spiked in one day... guess why.

Ebay investors want change and they saw that China move as a good sign. Then the stock went stagnant again.

So why this two day rise we've witnessed? eBay did nothing but shake hands with a Brit museum.

I'll tell you why. It's because there's change on the wind. Or haven't you seen it coming? Do you really think this has all been sabre rattling???

Sit tight folks and don't be surprised if Ebay's value keeps rising. There are changes coming, to be sure.

But I don't think they'll be coming from inside eBay.


Of course, I could be wrong.

Gary E. Sattler

I too have to say something about Cantor Fitzgerald. It said, Analyst initiates coverage of eBay. Initiates coverage of eBay? Why? Do they own shares? Cantor Fitzgerald advises his clients to sell eBay. Does he have clients that have shares of eBay? Why do they always make their statements public? To whom are they directing their sell recommendation?

My guess is they shorted eBay and are losing their ass. Hence this announcement to sell. They are hoping to drive the stock price down again. Someone should check on these guys from eBay, and sue their pants off on behalf of all eBay shareholders for trying to manipulate this stock. Everyone knows eBay is back on track to perform this quarter or even out-perform. Next Quarter will be even better. EBay has it together again, and will flourish from here on in.

Cantor Fitzgerald is recommending a sell on a stock that is poised to go over 50.00 shortly? Lol. Makes no sense to me. Jefferies has a 50.00 rating on it. And in my 30 years of dealing with stocks, Jefferies is on the mark every time.

What I dislike about eBay Management is the fact that many of their recent moves have the appearance to have been made for the sole purpose of making the earnings look good for Wall Street. I know you guys as investors are not so stupid as to not be able to see that!

Ebay raised store listing fees to encourage more core auction listings. When that did not happen, a few weeks ago they gave the international eBay site sellers "Free" listing days to the CORE .com site. So now we have tons of core .com auction listings that ship ONLY to the UK, India, China because these international sellers didn't have the forethought to change their listings to sell on the venue they were listing.

The bottom line is that eBay was able to increase listings to core and you investors bought it hook line and sinker!

Chuck thanks for the insight. Then you should go all in and short ebay. Put your money where your mouth is. In fact lets do a little side bet shall we? Melly will be intermediary on pay out and receipt of bet. Earnings call Q4 if stock goes down below $24 you win and anything above you lose?

Deal?

I don't believe it will go that low by then. Making such a bet is contradictory to my statement above.

EBay is pulling the wool over the investors eyes. They are meeting/exceeding the expectations set forth. But it appears (to me personally anyway) that they come up with a different "scheme" each quarter to meet the objectives.

So since the investors don't see what is really going on, then why would I make a bet that the stock will go down to 24?

I guess I should have added that these "schemes" are hurting the eBay community as a whole. The sellers are getting tired of all the changes and fee increases, and after the holidays many of them will leave. I am interested to see what happens after the holidays.

Chuck

It's happening already Chuck.

I'm prevented from disclosing too many details about ALL THE MANY growing and flourishing new on line sales venues out there, seeing as I hold interests in five of them (not stock, but retail ventures).

The 2 million item listings which have already spun off of eBay due to management bafoonery, they didn't just disappear. They are now in other GROWING places competing directly against a blind flailing giant.


I had claimed that I could personally direct eBay stock back to $68.00 a share. When I made it, that was a valid claim.

I must revise now.

Given the circumstances and conditions which have developed in and around eBay the last 45 days;

I defy ANYONE to bring that choking horse above $35.00 a share, by LEGAL MEANS, before the end of this year.

Gary E. Sattler

Gary
David Lee-Roth is not only spoiling your ear nerves, perhaps also you brain cells.

I dislike to say this, You are really begining to become Nora Rae in your cocoon of illusions.

Gary stop avoiding the bet and be a man. Financial results are financial results. So stop ducking the wager will you? I don't care two hoots if they are selling listings for free in other markets. They still gotta delliver on sales and earnings.

Ok bets over 35 by end of year? Deal! Melly send us your address and phone number. 1000 dollars.

Oops I was referring to chuck but Gary I'm ready place your bet! And stop putting conditions on the bet "Legal Means". Until there is a lawsuit its LEGAL.