Wednesday, July 11, 2007

Ebay is a buy

and I did at 33.35 (4% of the portfolio). The mobile internet boosts Ebay's Skype and Paypal. Ebay needs to keep its marketplace dynamic which they have begun to try to do with their advertising exchange, but they really need to buy Prosper.com or Zopa.com and get into the peer-to-peer lending marketplace.

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