Lots of rumours about and a rich price tag for a company with $70M in revenue. Most people don't get it, hence a dip in eBay's stock. Why?
This would be a fascinating development in the context of my last post on Google Talk and pay per call.
It could bring eBay into even more direct competition with Google and Yahoo as a forum for small business advertisers too. A lot of people are talking about customer service benefits for eBay - there's also a huge P2P network,a micropayments play and a pay per call ad network play. eBay is in the business of attracting massive consumer audiences, enabling transactions and charging businesses for access to them - so is Skype, PayPal, shopping.com and incidentally so is Google. eBay didn't buy Google 5 years ago when it could have; perhaps they will not repeat the mistake.
