- Paypal, Paypal, Paypal - They will lead off the presentations today by discussing Paypal and Paypal and Bill Me Later will take up a lot of the discussion today.
- Marketing Services - The new shining light for eBay Inc. Marketing Services is now a billion dollar business, made up mostly of advertising and StubHub.
- Marketplace - We still face challenges in the business but we are on the right path, yawn.
- Skype - Continues to be a great stand alone business that is not currently a distraction (until you analysts ask about it)
Wednesday, March 11, 2009
Move Along - Nothing to See Here!
That's how I feel about today's eBay Analyst day -- the first one since 2006. It is going to be much ado about nothing as far as I can tell.
Looking through my crystal ball, here is what I see.
Just my 15%
There you have it, the entire day, condensed into 4 bullet points.
eBay's share price has gone up in the last day with the rest of the market, by the end of the day, you will know what Analyst think of their plans. Now move along there is nothing to see here.