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  • With A Declining Core Business And Increased PayPal Competition, Is eBay Still A Buy? [View article]
    MNSW please check your facts because the money is not coming from growth but instead from squeezing from its sellers. When you rid yourself of paying seller discounts (20%), your margin increases as does the margin increase by expansion of (none other than) Pay Pal. Don't get me wrong, I believe that the expansion of Pay Pal is great, but then, let me see, now there is: Amazon, Apple, Bitcoin, Google and I believe that Walmart plans to get in on the action, etc, etc, etc. You can only squeeze so much from your bread and butter before you have nothing but a drizzle of oil and crumbs from which to sustain your body (under 55 now for years). Does that simplify it enough for you?

    No disrespect intended but are the shareholders getting the correct picture? (Remember when Nieman Marcus left eBay? There was a reason. http://reut.rs/102n0Tg) eBay is courting the very companies that DON'T NEED THEM. This is a no brainer. Sometimes you need to look past those few years when eBay was jumping with leaps and bounds. As I mentioned before, JD is no longer doing things the way he was doing things when eBay was soaring. Keep digging and you will see.
    Sep 27, 2014. 08:14 AM | Likes Like |Link to Comment
  • With A Declining Core Business And Increased PayPal Competition, Is eBay Still A Buy? [View article]
    As long as JD controls Pay Pal, he has carte blanche to continue dysfunction on its eccommerce platform aka eBay. He knows he is walking the plank should they spin off Pay Pal. eBay is Pay Pal's test tube where data is gathered. eBay, the website, is kept for purposes of furthering profits on Pay Pal only. However, Pay Pal is stuck and they know it. Shareholders will stay quiet for just so long before shedding themselves of extra weight and being top heavy. JD will be allowed a few more acquisitions like Skype and then, sayonara.
    Sep 25, 2014. 10:07 PM | Likes Like |Link to Comment
  • With A Declining Core Business And Increased PayPal Competition, Is eBay Still A Buy? [View article]
    I believe I have my facts straight, just not the timelines. Who pays attention to timeline when you are making money right? It is only when things go bad. JD started off on the right track but then he did a turn to the tune of 180 degrees. THAT is when eBay and their sellers, all started loosing money and stocks have remained below the 55 mark for years now. Was he pressured by the shareholders? Maybe. Being a leader, however, means having the rounded sacks to make a stand and explain why they are at a stalemate. (And we are not talking about corrupt personnel causing security breaches.) He should have been able to report to his associates why doing things their way would cause problems with google.) He should have been able to explain why keeping one-of-kind image was important to the success of eBay during hard times. JD should have had the nerve to provide them with statistics that prove that the consumer, while very vocal about what they want, does not have the insight needed to make decisions for an entire unique company. Speaking of unique, what is so different about eBay now than the rest of the platforms? I think we already know the answer to that question, don't we...........Nothing. And that, my friend is why they are stagnant and will STAY stagnant until JD grows rounded sacks.
    Sep 25, 2014. 08:14 AM | Likes Like |Link to Comment
  • With A Declining Core Business And Increased PayPal Competition, Is eBay Still A Buy? [View article]
    Back in 2007-2009 eBay and their sellers were making great money but then, somewhere around 2011 or 2012, eBay started announcing their intentions to do everything their customers wanted. They squeezed more fees from the sellers and made unreasonable demands, changed the very system that was working for them which included getting rid of the old search engine in exchange for the new Cassini. Then, they fired the creator and continued squeezing more fees from the sellers. By making unreasonable demands, they were able to eliminate tens of thousands of sellers, some of whom gave eBay its founding reputation of collectibles, second hand items and small sellers trying to make a name for themselves in an effort to become more like their competition, Amazon (which soared to stardom from the onset of the unhappy eBay sellers). Who the heck needs two Amazons?

    Pay Pal, while solid but still owned by eBay gave them a false sense of security. Life is like a pendulum but it does not mean you should rid yourself of the very things that are not broken! How are things working out for you, now, JD?

    If I were making decisions for shareholders, I would fire JD and go back to the basics. Look into how things were run in 2007 and 2008. But what do I know.
    Sep 24, 2014. 06:57 PM | 4 Likes Like |Link to Comment
  • eBay Will Become A More Dominant Consumer Lender [View article]
    I think a spinoff is eminent; shareholders will eventually win this one. Bill Me Later is now Pay Pal Credit and word is that the staff at Pay Pal are not happy with the staff at eBay. A couple of proposals are surfacing that suggest that the only way Pay Pal will be able to hire a new leader is by spinning off as JD is not their cup of tea. As mentioned, eBay retail is not pulling it's weight under his guide. But then, what do I know, I only read the same articles everyone else is reading.
    Aug 29, 2014. 02:21 PM | 1 Like Like |Link to Comment
  • eBay leads $133.7M round in Indian site, tells Icahn to "stick to the facts" [View news story]
    I still concede that their reputation will eventually reach even the trailer park boys and that eBay would fall flat on its face if not for Pay Pal. Unfortunately, as Pay Pal competitors arise, JD will be planning his escape to a distant island. It is just a matter of when and it is astounding how many do not get this at a fundamental level as you are doing. (Seeker137) I thought about this stock at 52, but just could not mistrust my instincts. I do not know enough about the timeline for apple, amazon, etc. I am very impressed with the veracity that you and Icahn have displayed while unveiling eBay's underbelly. I guess I will hold onto my gold a bit longer.
    Mar 5, 2014. 10:03 AM | Likes Like |Link to Comment
  • eBay leads $133.7M round in Indian site, tells Icahn to "stick to the facts" [View news story]
    How about internet neutrality for their selling accounts? Is no one paying attention or are they exempt from this law?
    Mar 3, 2014. 09:40 AM | 1 Like Like |Link to Comment
  • eBay adds to gains as Icahn, Omidyar fire fresh salvos [View news story]
    Nothing surprises me when years go by without any transparency from eBay.
    Feb 28, 2014. 08:12 AM | 2 Likes Like |Link to Comment
  • eBay adds to gains as Icahn, Omidyar fire fresh salvos [View news story]
    Pierre Omidyar will be able to relax once his position has been substantiated through an investigation of the "books and records", right Pierre?
    Feb 27, 2014. 02:15 PM | 1 Like Like |Link to Comment
  • eBay leads $133.7M round in Indian site, tells Icahn to "stick to the facts" [View news story]
    A good defense is an over zealous offense, Count Von Donahoe.
    Feb 26, 2014. 03:44 PM | Likes Like |Link to Comment
  • Icahn blasts eBay's CEO, board in letter; shares gain [View news story]
    Glad to see someone stand up to eBay's mafia ways. Donahoe appears to be a Tony Soprano wannabe.
    Feb 24, 2014. 12:09 PM | 4 Likes Like |Link to Comment
  • The Market Is Undervaluing eBay By 40% [View article]
    You can keep eBay to yourself, however, it is too bad Pay Pal must be held back with it.
    Jan 30, 2014. 06:10 AM | Likes Like |Link to Comment
  • eBay (EBAY +1.4%) is eliminating listing fees for most items and simplifying its commission fees, as it tries to sustain Marketplaces' resurgence and slow down Amazon's (AMZN -1.2%) rapid 3rd-party sales growth. Lower-margin items such as electronics will sport lower fee rates than higher-margin items such as clothing. eBay claims the moves, its first fee changes since 2010, will provide more transparency for merchants, who have complained of overly complicated pricing. Yesterday, Reuters reported of discontent among Amazon merchants over rising fees. [View news story]
    It took Neiman Marcus exiting eBay before they listened to their conscience. Wonder if more are leaving for the same reason. That would make sense because they usually do not start appealing their sellers until just before the Christmas holiday season. It is a fairly predictable cycle. Not to mention the secret feedback system that they tried to develop. Also, there are competitor payment processing systems developing in the shadows of Walmart and other large retailers. Sure hope eBay did not break their backbone made of the smaller sellers whilst signing the larger retailers as they may now need to fall back on the very accounts that they tried to eliminate.
    Mar 19, 2013. 01:27 PM | 1 Like Like |Link to Comment
  • eBay (EBAY) catches an upgrade from Cantor Fitzgerald to a Buy rating along with a $56 price target. The investment firm thinks the risk-reward profile on the company is much more attractive after the recent drop in share price. EBAY +1.6% premarket to $50.89. [View news story]
    Do your homework with the exit of large retailers and with the developing Pay Pal competitors such as Walmart's project before jumping into this. I'm just saying
    Mar 19, 2013. 08:14 AM | Likes Like |Link to Comment
  • Still A Believer In eBay [View article]
    The exit of Neiman Marcus after the holiday season from eBay was a sign of an underlying iceberg that needs a second look. This subject as well as the developing payment processing competitors that are lucking in the shadows are the symptoms of upcoming challenges to your theory. If you cannot stomach a delve into the underbelly of eBay and want to continue with the charts, you may find yourself perplexed if not very disappointed. I do not think it will fall drastically but in slow, sort of cancerous slide. I'm just saying.
    Mar 19, 2013. 08:10 AM | 1 Like Like |Link to Comment
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