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 eToys (ETYS) (Page 2)
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| Author | Topic: eToys (ETYS) |
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smario |
posted 01-07-2000 09:28 AM
 
Here's a good possible from Cramer for eToys recent downturn - When I think of VCs, I usually think pre-IPO, not Post, but apparently, they still have a lot of impact on a stock price. "From Cramer - Now let's take eToys (ETYS:Nasdaq) and priceline (PCLN:Nasdaq), two stocks that have been in free fall of late. My take is that the VCs here have been much more willing to go. Maybe they don't like the business model or the execution. I don't know. But all you did need to know about these stocks were that the VCs bolted. Didn't happen to Yahoo. I think that the betting line on the Street is that the VCs will all bail from Commerce One (CMRC:Nasdaq) as soon as possible." |
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bobcobb |
posted 01-06-2000 06:45 PM
getting back to the etoys vs etoy discussion a few weeks ago, here's an article about a company which has a legitimate claim to shut down a website that bears its name all or in part. At least I think so. The website is called Lucentsucks.com. Lucent wants it shut down for more reasons that just the name... : ) http://news.cnet.com/news/0-1004-200-1513915.html |
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JHirsch |
posted 12-28-1999 01:47 PM
belgarion... if that's true about their corporate offices then i'm becoming more bearish all the time. I'm all for taking a vacation from your job. Everyone needs one, but at a time like this for a company like etoys? Big mistake! Humanity, what you said about a possible etoys strategy might work, but it sounds awfully familiar to what mom and pop stores in the offline world said when walmart came along. Most of them didn't survive the shakeout in that industry. I might like to go to a store that cares about the customer, but in today's marketplace they have a hard time competing. |
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trendy |
posted 12-28-1999 01:28 PM
> Is the problem with selling a low margin product, or is the problem based on a scare of competition? Competition is what causes low net margins. If a company is very profitable, it will attract competition unless there are barriers to entry. Here, the barriers to entry are low, and the competition has already arrived. The other thing that scares investors is low gross margins (which all the e-tailers except eBay have), because these obviously put an upper limit on what the net margins could be, even if the massive ad spending ended. > I don't know why each of these similar companies is so scared to death of one another. |
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belgarion |
posted 12-28-1999 10:06 AM
How fortuitous for eToys - their corporate offices are closed all week, so they "don't have to" answer all of these complaints and questions. You couldn't pay me enough to invest in pure etailers right now - i just don't see the glamour behind it. |
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humanity |
posted 12-28-1999 09:16 AM
Is the problem with selling a low margin product, or is the problem based on a scare of competition? Why can't a company like eToys say, "you know, we are going to increase our prices, make money, stay in business, and focus on the users experience and level of service" to survive the inevitable shakeout of this industry. I don't know why each of these similar companies is so scared to death of one another, and all that results is a price war that's going to shake them all out anyway. One thing I noticed this holiday season is that people care more about getting their product than getting the best price, a glaring reason behind eToys fall. |
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JHirsch |
posted 12-28-1999 12:02 AM
I used to be bullish on this stock, but now i've decided that i don't think it will do so well. E-commerce companies are going to be in for a big suprise when their earnings com out over the next few months... and there aren't any, just wider margins than ever before. e-toys is going to be part of that group. Even their revenues were probably hurt by Toys R Us and by the whole etoy debacle which couldn't have been worse PR at a worse time. |
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daffy |
posted 12-27-1999 06:41 PM
It looks like the etoys bears on this board were right when they were saying the stock would fall six months ago. It dropped again big today and is now at 26. Any predictions on which way it will go next? |
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newsman |
posted 12-27-1999 11:33 AM
You're right, my comments weren't clear. I didn't mean that etoy.com would do any hacking, but that some etoy.com supporters might. I also don't think it's in their best interest to hack the etoys site, because it could backfire on them and they could lose their grassroots momentum. |
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bobcobb |
posted 12-22-1999 04:46 PM
newsman, from what i've read etoy would hate to hear you imply that etoy is hacking the etoys site or that are encouraging it. I don't know if you meant to imply it or if you were talking about the hackers. Either way I hope etoy wins, and i hope etoys sees a noticeable drop in its market share this holiday season from the people boycotting their site. It would be a moral victory for the little guy and more importantly a moral victory for domain name owners everywhere. I agree with newinvestor. Someone should have stepped in before it got to this point and tried to resolve the problem with a prominent link on the etoy site. Its not like etoy is selling toys themselves so they aren't stealing any customers from etoys. |
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newsman |
posted 12-22-1999 04:21 PM
Yes, I think NSOL made a mistake by shutting down etoy.com. etoy has a lot of grassroots support, including in the hacker community, and I would expect them to retaliate by breaking into the eToys site and doing nasty things. I don't know all the details of the conflict, but etoy did launch two full years before etoys, and that should count for something, even if they don't have the money to defend themselves. |
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newinvestor |
posted 12-22-1999 02:11 PM
this may seem a bit simplistic, but couldn't etoy.com just have put a link on their site that says: "If you are looking to purchase toys from etoys.com please click here to be redirected" I know sites used to do that. It was common courtesy. At this point etoy is probably angry enough that they don't want to do anything to help etoys out at all. There is no way the domain should have been shut down by NSOL. |
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InvestorGuide Weekly Administrator |
posted 12-20-1999 11:35 AM
eToys is facing a serious branding problem from eToy.com, a smaller but older site. http://www.wired.com/news/business/0%2C1367%2C33159%2C00.html |
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dude |
posted 12-19-1999 01:30 PM
The article was mostly bullish, but I just can't get past these three facts: - Amazon.com's toy prices are on average 13% lower than those of eToys. - eToys' lifetime revenues are roughly $51 million, or about the same as the combined yearly sales of seven average Toys R Us stores, of which there are nearly 1500. - Q3 '99 sales: $13.3 million. Q3 '99 net loss: $44.9 million. |
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Srini |
posted 12-19-1999 12:23 PM
Here's a great article about eToys: http://www.thestandard.com/article/display/0,1151,8216,00.html |
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