Only a small percentage of the antique dealers are on EBAY now. See Internet Stock Report, Oct. 27 for our further analysis. Some of those piling into its stock may not know why or what for. As you know, we don't get into the share price target game or buy, sell or hold matches. We have always advocated giving you our opinion based on solid research and letting you decide what fits your investment criteria.
Educated investors are our goal.
That said, EBAY's model looks like the purest e-commerce model we've yet seen and our hats are off to them. I think Internet stocks are the wave of the future, but I don't know what will be a good investment. In that case, CDnow looks like a featherweight while Network Associates more of a welterweight in terms of size, reach, channels, personnel, products. As I said, NETA is more of a stable play in my view but lacks high growth. CDnow has the excitement of growth but carries much more risk.