What is John Donahoe’s Gameplan with eBay?

The big news this week is eBay’s CEO change. Meg Whitman retires, John Donahoe will be taking her place. There is wide-spread skepticism about John Donahoe’s choice as the successor to Meg Whitman. We just completed a comprehensive analysis of eBay’s business and a comparative analysis of eBay vs. Amazon.

Trend Radar 2008: Turnarounds

2008 seems like a year in which several major companies are positioned for turnarounds. Whether or not they would be successful is another matter, but there is enough discontinuity in each of their markets, that turnarounds could happen. Here are some to watch:

Forbes Column 08: eBay’s Bounce-Back Opportunity

Meg Whitman is finally leaving eBay. My Forbes column, eBay’s Bounce-Back Opportunity, discusses what the successor needs to pay attention to, whether it is John Donahoe or otherwise. We have also discussed eBay’s strategy at length in Web 3.0 and eBay and eBay vs Amazon. Today, the determining factor in the eBay vs Amazon debate

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eBay vs Amazon: My Take

So, I asked you to think about whether eBay or Amazon is a better company. I pointed out that Amazon’s stock is performing a lot better than eBay’s this year. One of you rightly pointed out that Amazon’s margins are a problem. Indeed, as I discussed at length in the series we just completed, Amazon

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Meg Whitman?

WSJ article on Meg Whitman. Draw your own conclusions …