For eBay to maintain its lead in the online auction market, it needs to continue to innovate and provide more services and conveniences for both its buyers and sellers. One of those conveniences is just slicing and dicing the community in as many ways as possible, and I expect them to do a lot more slicing and dicing as they continue to get bigger. |
These guys have grown very quickly and business models shift and evolve in the business world. It's hard to assign anything dramatic to the stock drop. If you asked Amazon a year ago whether they thought they'd have 16 million customers, I'm sure they wouldn't have known; they're evolving. They should be cut some slack. |