mobile payment 4 - the rumor of ebay deal

http://www.benzinga.com/news/14/09/4846049/rumor-google-inc-to-buy-40-stake-in-ebay-inc-at-68share

http://www.benzinga.com/analyst-ratings/analyst-color/14/09/4846280/analysts-react-to-google-inc-ebay-inc-85-billion-merger-

"There is zero doubt in my mind that PayPal is probably worth the vast majority of the market cap that eBay is trading at right now," said Udall.

가끔 나와 똑같은 생각을 하는 사람도 있다.


http://www.thestreet.com/story/12874522/1/what-apple-pay-means-for-google-ebay-what-wall-streets-saying.html
http://uk.reuters.com/article/2014/09/12/us-ebay-google-idUKKBN0H71TQ20140912


http://seekingalpha.com/article/2491425-ebay-revisiting-the-value-of-a-paypal-spinoff

http://blogs.barrons.com/techtraderdaily/2014/09/12/ebay-rises-on-google-speculation-cantor-defends-paypal-against-apple-pay/

All of this appears to be stemming at least in part from a heightened urgency around eBay’s payments division, PayPal, in the wake of Apple’s (AAPL) announcement this week of a new payment service, “Apple Pay.”

http://www.siliconbeat.com/2014/09/12/the-apple-effect-on-sprint-paypal-watchmakers/


이베이 경영진은 몇 년 동안 시장과 주주의 변화 요구에 대해 거부하거나 부인했다.
이러한 근거가 확인되지 않는 루머는 애플 페이의 출시 이후 다른 기업과의 인수 합병이든, 혹은 두 부문의 분할이든 마케플레이스의 부진에 발목을 잡히지 않고, 모바일 결제의 성장을 선도할 비전과 전략을 시장이 원한다는 것을 나타낸다.



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Alibaba defends payments unit split-offhttp://www.ft.com/intl/cms/s/0/dba294ac-39cb-11e4-8aa2-00144feabdc0.html#axzz3D8z81d00