Wednesday, September 5, 2007

EBAY

Im going to have to pick ebay today for my spec list. Unlike Amazon, it makes money and always has. Skype I think is a cheap economical way to communicate worldwide. And their Paypal division has been finding ways of making money and not in subprime. And can you say ebay recession proof? Because in recessions, people barter, sell, and liquidate stuff to raise cash which is what ebays wonderful service provides.

Today, AMZN signed a deal with Universal to distribute their television content in direct competition to AAPL. But this wasn't a profit center for AAPL. Maybe AMZN will get ancillary business, Im not sure, but I do know that I buy books on AMZN and millions others do but they just can't seem to make money in relation to their value. Jim Cramer and Bill Miller seem to think AMZN is the way to go, so I will not dispute their thoughts.

But I maintain that ebay is the stronger one.

No comments: