Auction Blog

Since May we’ve been talking with sellers about two changes that were announced that we thought would dramatically change the strategies for sellers.

Back in June, I theorized that Microsoft maybe on to something with their live.com cashback program and said: “Personally, I’m anxiously awaiting the June search data from comscore.
I think we’ll see Microsoft Live search take a little share.”.

Well comscore is out this week with their data and DRUM ROLLLL….

The results are bigger than I expected!

In a seasonally slower m/m environment you’ll see that Microsoft increased queries 15% and for the first time in a long time that I can remember, increased share .7% which is pretty material in the world of search.

We’re seeing a lot of buyers using a 10% off (up to $100) coupon with code:

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CJULYFUN0810P.

In my previous post where I detailed the Wall St. reaction to eBay’s Q2, in the SeekingAlpha disclosure, I noted that I am now long eBay.

I’ve already received some questions on this and wanted to clarify. After reading all of the notes and looking at the data, I found Scott Devitt and Shawn Milne’s view somewhat compelling.

Rough day for eBay

As predicted after we heard about eBay’s slowing of GMV growth, Wall St. has decided that eBay’s turn around isn’t going fast enough.