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  • Is eBay's Real Threat Amazon or Classifieds, or Both? [View article]
    I think this misses the point. With Ebay the assessment should be "I have met the enemy and he is us".

    Ebay's issue is how do they improve on their customer's experience. Every year people move off Ebay because fees have gotten too high or the terms of the transaction have gotten unacceptable to big sellers.

    So long as their model continues to require increasing fees to increase revenue they have a real problem.
    May 24 20:15 pm |Rating: +4 -1 |Link to Comment
  • Why I Remain Short Amazon  [View article]
    I'd like to play poker with you.
    Feb 02 10:07 am |Rating: +7 0 |Link to Comment
  • Running Strong Again: The Four Horsemen of Technology [View article]
    Next bubble (after treasuries crash):

    Energy technology.
    Jan 23 17:47 pm |Rating: +2 -2 |Link to Comment
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