Tuesday, May 30, 2006

Microsoft/Ebay merger rumours may understate importance

Ebay does have Paypal and Google appears to be working on a parallel solution - Google Checkout (MS has InfoCard in development which has the potential to provide a global payment solution and rival Paypal too).

Getting Ebay could be more important than commentators initially thought

There is a fit with Skype/MSN too, IM and VOIP are converging - rolling Skype and Paypal into MS would give them a step-change in two markets. They could bundle this division off and merge it out with Yahoo.

However, as I've said previously, MS needs to be broken up, it's a jack of all trades and master of none at the moment.

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