Robert Peck
Robert Peck
cautious continues current ebay investors policy success weigh
As long as eBay continues its current policy on non-disclosure of these metrics, we think investors will be very cautious as to their expectations of eBay's success in China, which would weigh on the stock,
advertising commerce local online
As most commerce is local in nature, local online advertising could be a big opportunity.
continue ebay invest pushing rebound returning trip
After returning from our trip to China, we think that eBay will need to continue to invest in 2006, potentially pushing off any rebound in near-term margins,
changing rating stock
I am not changing my rating on the stock (
buyers easier negative potential
However, this is also a potential negative as well, as buyers and sellers communicating on 'the phone' makes it easier to take transactions off eBay,
changes concerned far figure guided management people trying
The changes spooked a lot of people on the call, when analysts were trying to figure out why the changes were made and the changes should have already been in our estimates. I am concerned that management had guided us previously so far away from where they guided us now.
changes people
The changes spooked a lot of people on the call,
company disclosure goals helped improved increasing investors management result stated walking
The improved disclosure helped us as investors walking away feel more comfortable about the company's longer-term competitive position. For the first time, management stated that their long-term operational goals for the company will result in increasing shareholder value.