Inevitably most of this week’s eBay news has centered around the earnings call: variations on a theme of “ohshit”. In the light of JD’s insistance that eBay has no stated goal to change its mix of sellers (conspiracy theorists, do your worst with that one), Internet Retailer has an interesting piece talking to Stephanie Tilenius and Neel Grover, the CEO of Buy.com: it sounds like Buy aren’t getting quite the stellar results some had feared they would.
Seeking Alpha has a couple of interesting pieces. Why Google should buy eBay is written by an anonymous person who claims to be an eBay investor, so this looks less like news than wishful thinking: when’s that share price going to sink below $10? (IMHO Seeking Alpha should drop anonymous authors altogether.)
Meanwhile, tech investor Kenn Registe has some advice for business-challenged eBay. Kenn was right on the money with “forget about issuing guidance and blame it on macro conditions that make it difficult to predict anything with surety”; that’s exactly what eBay did. He also makes a suggestion:
Eliminate your high priced consultants and listen to your “sellers”. They are the best source of input and their advice is free. Maybe create a high level management position like a seller czar, so to speak, whose sole function is to work with the sellers.
eBay of course already have Dinesh Lathi, VP of Seller Experience.
And finally, the lovely Mr Lindhorst from Genuine Seller has rewritten eBay’s core values statement in the light of current management practice. It’s funny because it’s true.