Berkshire Ruminations: A look at ebay - Part 2
Read the full article at: http://berkshireruminations.blogspot.com/2006/09/look-at-ebay-part-2.html
Submitted by Steven on Tue, 2006-10-10 17:22.
(via berkshireruminations.blogspot.com)
A look at EBAY part 2.
This was a good assessment
This was a good assessment of eBay's competitive position. I totally agree with the negative assessment of eBay's purchase of Skype. They overpaid for a company that will not add to their moat.