With Meg out of the way, how long will it take before the new guy 'attempts to change' the core of eBay and dramatically alter its DNA? A week? Month? A QTR? My bet is on one quarter. One earnings release. Here is what I believe CEO-elect Donahoe will do by the end of the year.
1.) Hire his old firm of Bain & Co. to prepare Skype to be shopped to new owners. (Any takers? Murdoch? Yang?)
2.) Shake hands with Jerry Yang and merge the two companies: eBay gets its hands on Yahoo's search technology. Yahoo gets access to eBay's merchants and sellers to sell advertisers. eBay takes over Yahoo Auctions worldwide. (Gotta make a deal with Inoue.)
3.) Bring Jordan back onside.
4.) Ask Pierre to step down as Chairman.
5.) Complete a company acquisition in the price range of $10B by the end of 2008. (Announcement will come in Q4 but, the deal will not be completed until Q2 2009.)
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