dlweld's Comments dlweld's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/260476/comments Silver Upholstery the Newest Source of Demand http://seekingalpha.com/article/173673-silver-upholstery-the-newest-source-of-demand?source=feed#comment-762949 762949
Back in 2007 China manufactured 1.18 Gigawatts of solar cells, and it apparently continues to grow - how big a market worldside will this be?

I see products like ArgentInkSolar is used right in the cell, not as a connector, and ArgentInkSolar states that the market for electronic inks and substrates for printed electronics will reach €5.5 billion by 2012. What demand will this put on Silver? Will it replace the long gone photography demand?]]>
Mon, 16 Nov 2009 20:54:32 -0500
Back in 2007 China manufactured 1.18 Gigawatts of solar cells, and it apparently continues to grow - how big a market worldside will this be?

I see products like ArgentInkSolar is used right in the cell, not as a connector, and ArgentInkSolar states that the market for electronic inks and substrates for printed electronics will reach €5.5 billion by 2012. What demand will this put on Silver? Will it replace the long gone photography demand?]]>
Franco-Nevada: Building Up a Royalty War Chest http://seekingalpha.com/article/173493-franco-nevada-building-up-a-royalty-war-chest?source=feed#comment-762905 762905 Mon, 16 Nov 2009 20:01:46 -0500 Economic Outlook, Current Conditions and Investment Strategy http://seekingalpha.com/article/172129-economic-outlook-current-conditions-and-investment-strategy?source=feed#comment-752797 752797

On Nov 09 10:24 AM Rhino wrote:

> The author of this article is an idiot.]]>
Mon, 09 Nov 2009 15:07:36 -0500

On Nov 09 10:24 AM Rhino wrote:

> The author of this article is an idiot.]]>
The eBay Ad Campaign Has Begun: Will It Help? http://seekingalpha.com/article/170922-the-ebay-ad-campaign-has-begun-will-it-help?source=feed#comment-744659 744659
eBay's site really has ther retro "we've just discovered the internet!" uber-cluttered look that helped sink AOL and stalled YAHOO. Check how uncluttered and professional Google looks.

I started on eBay back in 2000, sold lots of stuff and made good money, but I quit back in May 2008 - constant changes and odd policies simply made it hard enough doing business that I just stopped. Sadly the layering on of even stupider changes has continued - used to be you could find anything on eBay - no longer, little point visiting it now, the interesting sellers have left, and eBay has generated bad will to die for - word of mouth on the street is "avoid eBay" it stinks. I don't think patronizing Ads will help. Too bad, it was unique and fun!]]>
Wed, 04 Nov 2009 13:44:27 -0500
eBay's site really has ther retro "we've just discovered the internet!" uber-cluttered look that helped sink AOL and stalled YAHOO. Check how uncluttered and professional Google looks.

I started on eBay back in 2000, sold lots of stuff and made good money, but I quit back in May 2008 - constant changes and odd policies simply made it hard enough doing business that I just stopped. Sadly the layering on of even stupider changes has continued - used to be you could find anything on eBay - no longer, little point visiting it now, the interesting sellers have left, and eBay has generated bad will to die for - word of mouth on the street is "avoid eBay" it stinks. I don't think patronizing Ads will help. Too bad, it was unique and fun!]]>
Silver Wheaton: The Safe Alternative to SLV http://seekingalpha.com/article/162469-silver-wheaton-the-safe-alternative-to-slv?source=feed#comment-686412 686412 Tue, 22 Sep 2009 13:27:35 -0400 What Can eBay Do to Close Its Amazon Gap? http://seekingalpha.com/article/129680-what-can-ebay-do-to-close-its-amazon-gap?source=feed#comment-455123 455123
I used to sell a lot on EBAY and made good money, but I no longer regard it as a viable venue. It's simply no longer a practical place for small sellers, sure, some deals work OK, but you just need one bad buyer to give a strong negative and your business is wrecked and you feel terrible - the selling experience is generally very bad at EBAY. If you're a "liquidation world" with special deals with ebay itself then it seems to work, but not for the great majority of sellers of interesting items - of course, flip side, not much of interest to buy there anymore either.]]>
Tue, 07 Apr 2009 13:36:22 -0400
I used to sell a lot on EBAY and made good money, but I no longer regard it as a viable venue. It's simply no longer a practical place for small sellers, sure, some deals work OK, but you just need one bad buyer to give a strong negative and your business is wrecked and you feel terrible - the selling experience is generally very bad at EBAY. If you're a "liquidation world" with special deals with ebay itself then it seems to work, but not for the great majority of sellers of interesting items - of course, flip side, not much of interest to buy there anymore either.]]>
eBay: Out with the New, In with the Old http://seekingalpha.com/article/126471-ebay-out-with-the-new-in-with-the-old?source=feed#comment-429904 429904 Tue, 17 Mar 2009 18:58:13 -0400 What Are Analysts Saying About eBay's Analyst Day? http://seekingalpha.com/article/125672-what-are-analysts-saying-about-ebay-s-analyst-day?source=feed#comment-423971 423971 PAYPAL is the one bright spot in Ebay's self generated panoply of disasters, but I'm pretty sure PAYPAL has done so well because Donahoe and company have been focussing on ruining Ebay - that jobs pretty well completed now, so onto other areas! Great! The black thumbs have arrived - I suspect we'll see a ton of well-meant but misguided decisions on PAYPAL and it'll join EBAY in its dive. No number of colorful PowerPoint ballons will be able to keep it up.]]> Fri, 13 Mar 2009 00:08:03 -0400 PAYPAL is the one bright spot in Ebay's self generated panoply of disasters, but I'm pretty sure PAYPAL has done so well because Donahoe and company have been focussing on ruining Ebay - that jobs pretty well completed now, so onto other areas! Great! The black thumbs have arrived - I suspect we'll see a ton of well-meant but misguided decisions on PAYPAL and it'll join EBAY in its dive. No number of colorful PowerPoint ballons will be able to keep it up.]]> eBay: Where It Stands, Where It Should Be Headed http://seekingalpha.com/article/124877-ebay-where-it-stands-where-it-should-be-headed?source=feed#comment-419882 419882 Mon, 09 Mar 2009 19:36:47 -0400 eBay: Where It Stands, Where It Should Be Headed http://seekingalpha.com/article/124877-ebay-where-it-stands-where-it-should-be-headed?source=feed#comment-419881 419881 AMZN) and niche ecommerce sites and the share loss is likely to continue for the foreseeable future." not quite right - their core business (auctions) was decimated entirely by their own policies. Amazon wasn't (and still isn't) there. EBAY had the online auction world to itself, their core competency was a world-wide monopoly. So exactly wrong what they've been doing - even MBAs would usually recommend that a company recognize and build on its core competency - ebay had the world by the tail - no competition, people loved it, good prospects of becoming the world's auction house - now, well, EBAY has developed to such a point as to be almost unusable by sellers. With these sellers' departure, many of the cool and expensive items go, the eyeballs go, the advertising revenue goes - and... the company follows. Sure, there's still lots of cash in the till and lots of (tacky) items for sale but the trend is strongly downward. There's been such a negative branding developed, that even if top management did the right thing - and quit - Ebay would be a long time coming back to what it was. If ever. Snatching defeat from the jaws of victory. All as a result of management initiatives - gad!]]> Mon, 09 Mar 2009 19:36:18 -0400 AMZN) and niche ecommerce sites and the share loss is likely to continue for the foreseeable future." not quite right - their core business (auctions) was decimated entirely by their own policies. Amazon wasn't (and still isn't) there. EBAY had the online auction world to itself, their core competency was a world-wide monopoly. So exactly wrong what they've been doing - even MBAs would usually recommend that a company recognize and build on its core competency - ebay had the world by the tail - no competition, people loved it, good prospects of becoming the world's auction house - now, well, EBAY has developed to such a point as to be almost unusable by sellers. With these sellers' departure, many of the cool and expensive items go, the eyeballs go, the advertising revenue goes - and... the company follows. Sure, there's still lots of cash in the till and lots of (tacky) items for sale but the trend is strongly downward. There's been such a negative branding developed, that even if top management did the right thing - and quit - Ebay would be a long time coming back to what it was. If ever. Snatching defeat from the jaws of victory. All as a result of management initiatives - gad!]]> Three Value Stocks That Appear Ridiculously Cheap http://seekingalpha.com/article/123727-three-value-stocks-that-appear-ridiculously-cheap?source=feed#comment-412876 412876
A good example of how following the usual ratios and figures can be misleading. A "walking around" type analysis - what's actually happening on the ground - can't be beat. In Ebay's case there are lots of astute observations from the front, usually from long time sellers who are saddened and disappointed that EBAY has developed to such a point as to be almost unusable by them. With these sellers' departure, many of the cool and expensive items go, the eyeballs go, the advertising revenue goes - and well, the company follows. Sure, there's still lots of cash in the till and lots of (tacky) items for sale but the trend is strongly downward. There's been such a negative branding developed, that even if top management did the right thing - and quit - Ebay will be a long time coming back to what it was. Sad.]]>
Wed, 04 Mar 2009 12:45:07 -0500
A good example of how following the usual ratios and figures can be misleading. A "walking around" type analysis - what's actually happening on the ground - can't be beat. In Ebay's case there are lots of astute observations from the front, usually from long time sellers who are saddened and disappointed that EBAY has developed to such a point as to be almost unusable by them. With these sellers' departure, many of the cool and expensive items go, the eyeballs go, the advertising revenue goes - and well, the company follows. Sure, there's still lots of cash in the till and lots of (tacky) items for sale but the trend is strongly downward. There's been such a negative branding developed, that even if top management did the right thing - and quit - Ebay will be a long time coming back to what it was. Sad.]]>
Suggestions for eBay 2.0 http://seekingalpha.com/article/122138-suggestions-for-ebay-2-0?source=feed#comment-400969 400969 Tue, 24 Feb 2009 03:14:57 -0500 Amazon vs. eBay: Follow Up Q&A http://seekingalpha.com/article/119226-amazon-vs-ebay-follow-up-q-a?source=feed#comment-380089 380089 Sun, 08 Feb 2009 15:12:43 -0500 On the Heels of eBay's Slide, What News Will Amazon's Earnings Bring? http://seekingalpha.com/article/116500-on-the-heels-of-ebay-s-slide-what-news-will-amazon-s-earnings-bring?source=feed#comment-368108 368108 Tue, 27 Jan 2009 18:35:32 -0500 On the Heels of eBay's Slide, What News Will Amazon's Earnings Bring? http://seekingalpha.com/article/116500-on-the-heels-of-ebay-s-slide-what-news-will-amazon-s-earnings-bring?source=feed#comment-368105 368105 Tue, 27 Jan 2009 18:34:27 -0500 eBay Ridiculously Cheap http://seekingalpha.com/article/100416-ebay-ridiculously-cheap?source=feed#comment-286037 286037 Mon, 20 Oct 2008 01:25:23 -0400 eBay: Getting Something for Nothing http://seekingalpha.com/article/100598-ebay-getting-something-for-nothing?source=feed#comment-285915 285915 Sun, 19 Oct 2008 19:54:33 -0400 eCommerce Stock Pair Trade: Amazon vs. eBay http://seekingalpha.com/article/94221-ecommerce-stock-pair-trade-amazon-vs-ebay?source=feed#comment-254597 254597 Mon, 15 Sep 2008 01:33:29 -0400 eBay Is a Losing Bid - Barron's http://seekingalpha.com/article/95329-ebay-is-a-losing-bid-barron-s?source=feed#comment-254540 254540 Mon, 15 Sep 2008 00:21:06 -0400 eBay Is a Losing Bid - Barron's http://seekingalpha.com/article/95329-ebay-is-a-losing-bid-barron-s?source=feed#comment-254524 254524 Mon, 15 Sep 2008 00:05:03 -0400