Tag Archives: Ebay
 |
This secular adoption of the Internet and the innovations/new business models create a need among the largest Internet companies to refresh their product portfolio and to develop stronger competitive moats around their core offerings through acquisitions. In our view, Google, Amazon, eBay, and Yahoo! will remain highly acquisitive in 2011-12. |
|
|
We believe that this acquisition gives eBay four tangible benefits: 1) It helps eBay to become a more meaningful company not only for C2C and SMB sellers but also for large multi-channel retailers; 2) It helps eBay to offer fulfillment capabilities to its power sellers as a profit center; 3) It allows it to sell PayPal and BML to 180 large multi-channel retailers at GSIC, thus get access to billions in new TPV; and 4) It helps dilute Amazon’s very tangible differentiation over eBay (i.e. world-class fulfillment capabilities). Continue reading |
