eBay "Charmed" Street with the 'Power of Three'

What does Ebay have to do to please this guy? If I didn't know better, I'd say he's working for the shorts! Ebay has sustained 20% plus growth for so many years it's incredible. How many other companies can grow that much for that long? This stock sector, with the exception of the analyst's darling Google, is way oversold. The analysts are no help. I plan on holding Ebay till it hits 60 bucks and I see no reason why it wont!

Can anyone explain why Jim Cramer continues to nearly collapse right on his show when anyone asks a question regarding eBay. He has been screaming SELL SELL SELL since $22.83.. The stock is up 35% since his first sell sell sell. His followers could have made alot of $$$ if he would have only admitted SELL SELL SELL was WRONG WRONG WRONG..

Question Questions, Questions.
Remember Ross Perot when he said, “Inventories can be managed, but people have to be led.”

The core listing, china, skype, paypal does not matter where EBay pull #’s from.

The analyst, media commentators, every one else can plug #’s up and down their "wasszoo" and still would not get IT right.

The MANAGEMENT of EBAY is the only people THAT CAN do

"IT" right.

why give a cautious outlook?
You can always add to sphaghetti sauce, but can't take it out.

Repeat: all the weatherman “analysts” in the deck of cards adjusted the stock price target again, Jim Cramer the Joker pulling a 180 degree brown-nosing to his audience.

Safa remains hiding in a rat tunnel, only to surrender to speak to Meg directly.

As I have said previously.... Plain & Simple. What company would U rather own now and going foward Ebay or Amazon. There are only 2 companys in the internet/consumer space that are even worth mentioning. Ebay dominates this space. Cramer is RIGHT on 1 point.... Always buy best of breed! EBAY IS!! Unfortunatley, Mr. Cramer decided to buy Yahoo instead of GOOG for his "Charitable Trust". Mr. Cramer, U need to do a better job following your own advice : )

Mike

Jim Cramer did say in a news release today that was was wrong about ebay I believe, and said that he now does not see it going down, something about now that it has passed $30 he is no longer bearish. I wonder if we will see any analyst upgrades now, that essentially is as close to one as I have seen. It would be nice to see more positive news coming in for ebay, it had been a rough stretch there. As the stock price has been increasing, the positive aspects of the stock have been stressed, which is only fair. In my opinion the stock today is worth at least the 52 week high that is in its current range. I just do not see it being anywhere near a $30 stock..

Hi Melly,

Do you know if the US listings are defined as US registered users or US currency listings. The reason why I ask that is int'l countries have the option of selling in their own currency or USD. TO list in their respective country, they simply list on their own site and open it up for WW shipping (then it will show up on the US site). If they want to sell in USD, they just shoot over to the .com site and list in USD. Then when you search it will come up in USD and close in USD. If you are in India and you do this, you can sell something for .01 USD and that's profit! For us US buyers, why wouldn't we want to snag up a gold antique bracelet for 1 penny. So list it cheap and cheap always sells but too much saturation will get low closing prices. Could that be it?

I don't know alot about Skype but I do know when it rolled out, I reserved a whole bunch of names. I have about a dozen. It's almost like securing a domain! But I can tell you one thing that is really interesting, alot of those spammers post their skype IDs and there's a whole lot of them coming outta China. If you only knew just how many scammer IDs are registered from China!

I think the Buyer Metrics that they based the rebalancing off of us is only a good measureable when the site is running smooth. They stated in July that they based this off of June data. Well June wasn't one of those times, the site was still have problems, plus you had buyers & sellers from the month prior giving up with no longer being able to stomach all the search changes. Alot of sellers are buyers and I know that many of us stopped buying altogether and dumped out watchlists. And so many of us were double checking each others listings. Could sellers searching for our own products being in search and then exiting be considered part of those exit rates?

Just my thoughts! My traffic kicked in immediately following the end of the quarter so at least for now the switch is back on. I'm stocking my store and only putting cheapo stuff in auction. I sold alot of junk this quarter in core, but i sold only my nicest and higher priced items from my store!

Fruit H.C
Exactly what ebay fee change is intended to do
To bring consumer on "auction site" OR keep them on the stores

You will do well

Best wishes.

Hi Ann,

This is all a new change for me. Before I would put only nice items into the core and they would attract bids and also store purchases. Over the last few months ughh the pits, my inventory costs all gone! But what I am now realizing is that I use the auctions as an advertising teaser to have people find my store. I list em cheap, get the traffic and hardly any inventory costs. I don't feel so poorly when I think about it this way. Plus it also frees me up to really work on tasks to help my business grow outside of ebay. I feel really good about working ebay instead of them working me over! I'm gonna pimp ebay for a change!

Fruity,

my hats off to you for being creative and leveraging EBAY any way you can to grow your business. That's what I call persistent, resilent and creative in the face of adversity.

Focus less on what's which is uncontrollable and find ways to get around it. That's the spirit of true entrepreneurship!

Ebay Seller Anonymous Counselling Services

Payment Method: PayPal
After Hours Counselling: Skype
Special Chaise/Lounges and CDs: Ebay

Dr. Fraser Sigh: STREETCH and Pasta folks please all lie and relax on the super chaise/lounge . Gary please kindly leave your clothes on and shoes. Sorry it's not aroma therapy. Thank you.

Ok tell me your story.

STREETCH and PASTA: Dr. Sigh. we had this fabulous loving marriage with Ebay for 10 wonderful years. Every since it went public 6 yrs ago disturbing things started to happen. We raised the problems because our values of an open and honest relationship but IT always smiled and nodded and said no worries we will all work out.

We were making money so we continued to look the other way but nothing changed. We loved IT but we just couldn't let go. I mean where else would we go? IT was so Popular, Strong, Rich, Beautiful, Charismatic and IT even has moments of kindness. We had invested so much time and effort into this marriage.


Dr. Fraser Sigh: Mikey please give a Gary a little shake. Thank you. Continue.

STREETCH and PASTA: Then the abuse and lies started to mount in the last year. ITs behaviour was erractic. IT asked us to pay more for visiting IT's mansion. IT started to flirt with others which we hated. The lies were out of control

We had to face the moment of truth. IT fell madly in love and was whoring with millions of Richer INVESTORS and Friends. Some of us left and some still see IT. Alot of us are financially ruined. We can't sue for Alimoney because we signed a prenupt.

So now do you understand why we are heart broken, disenchanted, bitter, and angry?

GARY is hypnotically glowering and muttering to himself "Die Die EBAY", with his cherished Boy Scout pocket knife continously jabbing into my freaking leather leather chaisses/lounge!

I am convinced noone gets the real picture.

GMV declined from Quarter 2 2006

-Core Listings - DID NOT turnaround and move higher.
None of you know the business they always start moving up this time of year for seasonal reasons. If you just looked at the Medved listing charts you would notice that despite numerous attempts to spur core growth they remain BEHIND the prior year and have been so most of this year.

So what is core? Its matching buyers/sellers on auctions? How does raising prices on one feature create more business in another market? Raising prices by spurring demand for items in its core business (by effectice ads) would spur core growth.

Traffic to the Site per ALEXA.com (check for yourself) down 40% year to date. The growth of Myspace and Youtube has chopped a lot of the youth off eBay (those that searched and had parents buy things for them). This is why companies like GOOG buy companies like YouTube.

Sellers are miffed and only a bunch of gimics made this quarter work (huge last minute fee hikes of 250-500% (2 cents to 5 cents, and 2 cents to 10 cents on listings not 6% fee increase), and perhaps even cutting back on marketing as sales soured for sellers.

Example- You are a company which pays millions to bring in offsite traffic to your site where sellers sell. IF earnings are looking soft, you can cut back those dollars, let the sales drop and wallah more earnings.

There are lots of great things about this company but I cannot believe all the nuggetheads that cannot get simple numbers right. Go to Google type in Medved Auction stats . Poke around those charts , its easy click year by year, month whatever you like.

People should have the correct story.

RE Core- Acceleration using year over year? Give me a break. Doesnt anyone remember how the end of September went last year weather wise??? Does Katrina ring a bell?.

Look at the charts ,talk to sellers its all there.

Also what about the huge "IT" ad campaign, do you feel the buyers storming in to core to buy? How about to Express? Anyone check its traffic ranking?

Not hugely overvalued at this level (maybe 5 points to the downside) but certainly not heading to the moon til things are straigtened out and providing they dont alienate their base.

Good Morning Sigh,

I'm still here. I just read that lovely message you left Gary on the other post. That message was so lovely that I'm LAUGHING. That is the funniest thing I've seen in a while.

You know what is so funny. Gary and I are outsiders, and we know. And you are an insider, and I am glad that I am not in your shoes right now. I know what Ebay did.

Uhhmmm. I think I'll go outside and look at the sun and read for my corporations class. It's gonna be a nice day.

Hmmmm so they managed the smoke and mirrors trick, no I'm still glad I didn't invest 18 months ago, and I still feel that this is a house of cards, so will not be risking my money now either. There are still many problems not being addressed, how many have been and read the ebay forums, three months spent loitering there will prove most enlightening.

Hmmmm so they managed the smoke and mirrors trick, no I'm still glad I didn't invest 18 months ago, and I still feel that this is a house of cards, so will not be risking my money now either. There are still many problems not being addressed, how many have been and read the ebay forums, three months spent loitering there will prove most enlightening.

Ebay Seller Anonymous Counselling Services
Payment Method: PayPal
After Hours Counselling: Skype
Special Chaise/Lounges and CDs: Ebay

Session 2: Private Duo

Dr. Fraser Sigh: Ok dry Penne Pasta duo lie down in boiling sauna and relax. Tell me your story.

Snail and Seller: We swear on the BIBLE..that IT is hiding, aiding and abetting in selling/buying nuclear/biological warfare stock piles. Osama and Possee is funded by the infamous terrorist IT. We as law abiding Dry Pasta and STREETCH citizens have a duty to expose them!

Ebay Seller Anonymous Counselling Services
Payment Method: PayPal
After Hours Counselling: Skype
Special Chaise/Lounges and CDs: Ebay

Session 2: Private Duo

Dr. Fraser Sigh: Ok dry Penne Pasta duo lie down in boiling sauna and relax. Tell me your story.

Snail and Seller: We swear on the BIBLE..that IT is hiding, aiding and abetting in selling/buying nuclear/biological warfare stock piles. Osama and Possee is funded by the infamous terrorist IT. We as law abiding Dry Pasta and STREETCH citizens have a duty to expose them!

Gary on my window sill is swaying back and forth in the fetal position clutching the Koran and muttering and glowering Infidels! Infidels ! Off with their heads!

Tick Tock....Tick Tock...Ebay

The times they are a changing.

Ebay Seller Anonymous Counselling Services
Payment Method: PayPal
After Hours Counselling: Skype
Special Chaise/Lounges and CDs: Ebay

Session 3: Mikey Diagnosis

Dr. Fraser Sigh: Multiple Personality Disorder

Sigh,

I guess you can't just get enough can you. I'll be here till this is settled. And I'll be smiling from now on, cause every day without Ebay is a good day.

Come on, keep the insults coming if you want. I'm a man. I can take it. Or you can step up to my level and argue with words that have meaning.

Have a good day man. I've got to go to my Torts class. And I'll be thinking about what kind of Tort theories Ebay is liable on RIGHT NOW.