EbayObserver

eCommerce Stock Pair Trade: Amazon vs. eBay

I am not sure why Amazon's long term is better than Ebay: Amazon's business is a open book and every one can copy it, especially if you can get the critical mass like Ebay does. Ebay's auction is there to stay; now it enters the game of fixed price. So one way of looking at this is that Ebay expand to Amazon's turf and grab some shares, while keeps its own turf of auction intact; there seems to be no serious competitors in the auction field. I have heard that Ebay lost shares but could not figure out to whom. For fixed priced game, Ebay obviously is trying to catch on, a field that it is not the number one play to start with.