lamefreddy: Funny thing about the TV ads, I
actually saw one tonight on A&E. Oracle was pumping 4 x
eCommerce stocks whose names all began with "E" in an ad
... eBay was one of them.
Here's a link that
talks about their technology, second page is
Me thinks Mr. Wilson will have some 'splaining to
Going back through news releases from
eBay it seems they are pushing SUNW as the problem,
Sun 'software' to be exact.
I have no position in this stock, just jumped in
because I have a deep interest in eCommerce and wanted to
gauge the impact a major snafu like this would have
with public confidence of the industry.
for EBAY...its a growth stock, and it must beat
earnings and its whisper number..at this point coming in
on track will not cut it..most have already assume
this stock will beat earnings, thats why Ebay has not
corrected that much..Look Yahoo, Amazon all corrected more
than half from the high. Ebays high was at 230..1/2 of
that is 115...but i think support will hold the stock
around 135..on the long weekly chart..
Ebay uses Oracle but in what
capcity? It's interesting that Oracle never mentions Ebay
as a customer in its adverts (At least not the ones
I've seen). If you do a search on EBay
you see the
texis shows up in the URL command statement.
go to Thunderstone.com site you'll see that
is mentioned at a client. From what I can see Ebay
Texis as the text search engine. Someone emailed me to
that one should not blame software because Ebay has
hinted that their troubles stem from hardware. I find
this hard to believe
in today's world of mirrored
disks, fault tolerance. I mean
if it's hardware you
simply wheel new servers in. If it's software you got a
real problem. Anyway I do agree perhaps
shouldn't be premature in allotting blame. Let's see what
happens when the dust settles. It's just a shame that a
company like Ebay should go down the drain because of
Good luck if you hold these shares.
Signs are not good.
Can anyone guess what would be the revenue for
this quarter? Based on EBAY's history number and curve
fitting, my number is $67million. Without the $3~5million
charge, my EPS for the quarter is $0.09/sh. With the
charge, it is $0.05~0.07/sh, still beating the street
lamefred says: "Ebay cannot afford to continue
with it's Texis DB backend. It must choose Oracle or
some other proven mission critical system."
thought eBay did use