EBay to Spin Off PayPal

Post by phlakaton » Tue, Sep 30, 2014, 6:11 PM UTC

michaelt wrote: post #12

ghshephard wrote: post #4

The first thing that comes to mind is that the clock has just started ticking for PayPal to become accepted all over the web in places that it may not have been as welcome. For example, I'm sure Amazon will add PayPal within 90 days of Paypal going public (if not sooner).

Isn't Paypal just another middleman between the retailer and the banks? I mean, Paypal is all very well for a small site where customers don't trust you with their card details or you're not doing enough volume to get a decent merchant account - but neither of those applies to Amazon. Paypal will want a bigger cut than Amazon's existing credit card processors. So why would Amazon want to use Paypal?

Post by rebelidealist » Tue, Sep 30, 2014, 6:17 PM UTC

adventured wrote: post #52

fidotron wrote: post #16

The recent Alibaba ipo demonstrates this is a stupid idea and that eBay has been chronically mismanaged for years. That it has effectively squandered such a massive lead and headstart is incredible.

Alibaba spun off Alipay. How does the Alibaba IPO demonstrate spinning off PayPal is a stupid idea exactly?

Post by phlakaton » Tue, Sep 30, 2014, 6:22 PM UTC

dosh wrote: post #22

Once this goes live, PayPal will sooner or later face stiff competition beyond its current stage under the umbrella of eBay, competing against Chinese players like those of alipay and tenpay which already have users in the hundreds of millions. These players are agressively looking into the markets outside of mainland China. The landscape won't change in a few years, but in a decade, may look completely different.

Post by x0x0 » Tue, Sep 30, 2014, 6:50 PM UTC

ChuckMcM wrote: post #67

CrazyCatDog wrote: post #45

When the going gets tough, firms call in consultants. When Bain or McKinsey arrive, they tell you to make a change. Is your firm centralized? Decentralize it! Is your firm decentralized? Centralize it. Donahoe's "master fix" and subsequent exit should give pause to industry thinking of hiring consultants to run their companies in the long-run; for as the saying goes: the apple doesn't fall far from the tree.

Hilarious and on point, but to their credit consultants look at what you are currently doing which isn't working, and suggest you do the other thing on the theory that worst case that won't work either but at least you will have tried something new. I generally think that it is a symptom that the management isn't able to manage the business. Not everyone has the skill set to mix a tech and commerce company into a liv…

Post by danhak » Tue, Sep 30, 2014, 7:10 PM UTC

CrazyCatDog wrote: post #45

When the going gets tough, firms call in consultants. When Bain or McKinsey arrive, they tell you to make a change. Is your firm centralized? Decentralize it! Is your firm decentralized? Centralize it. Donahoe's "master fix" and subsequent exit should give pause to industry thinking of hiring consultants to run their companies in the long-run; for as the saying goes: the apple doesn't fall far from the tree.