GLG News by eBay Inc. Experts
Analysis of:
Creator of eBay's Pez Fable Starts Site for Telling Tales (blog.auctionbytes.com)
eBay's is the world's largest online auction site as well all know. But never has it been so in danger of sinking, becoming a dot.com tragedy for the Web 2.0 generation. Are highly publicized changes it's making, and the overtures to bigger/big businesses, good for eBay in the long run?
Analysis of:
Is Google your next data center? (www.computerworld.com)
Some things will be cloud based, MSFT, GOOG and AMZN are all betting on it. for middle market companies having computing in the cloud may make sense. But it comes with risk
Analysis of:
New Brand Pitches Security, Transfer Link (www.americanbanker.com)
Revolution Money vies to win share away from the card payment network and money transfer establishment. It intends to compete as an open network, with lower base merchant acceptance fees, merchant-sponsored pos cardholder incentives, better fraud prophylactics and a money transfer feature. Reasonable...
Analysis of:
Hotel CEOs Lament Softening Demand, Foresee Some Discounting (www.btnmag.com)
As consumers cut travel and look locally for leisure pursuits, the hospitality industry has to adjust its marketing and offer specials for more local targeted audiences. With increasing capacities for both hotel rooms and food and beverage establishments, room nights and dining room tables...
Analysis of:
MasterCard "buy," target price raised (www.newratings.com)
There’s little not to like in MasterCard’s evolving top and bottom line growth story, a story they could well – indeed should, beat, if! they can contain regulatory threats
Analysis of:
MasterCard on fire, again (dailybriefing.blogs.fortune.cnn.com)
MasterCard’s revamped top and bottom line growth forecasts are eminently achievable, assuming it can contain or better yet roll back regulatory restrictions.
Analysis of:
A Senate Letter Ratchets up the Heat on Networks over Interchange (www.digitaltransactions.net)
The card payment networks have been gradually stepping up their game as commercial enterprises and the markets have come to recognize the global payment networks’ immense intrinsic operating leverage, pricing power, growth prospects, and defensibility, and therefore value. However neither MasterCard...
Analysis of:
First Data in Europe Processing Alliance (www.americanbanker.com)
The acquisition of 50% of Eufiserv’s processor reminds that notwithstanding LBO distractions, First Data remains the most consequential payment processor and leading consolidator in Europe, and a potential threat to MasterCard’s and Visa EU’s processing businesses. First Data’s challenge is to simultaneously...
Analysis of:
Moneris Solutions Signs Merchant Acquiring Agreement with Discover Financial Services (www.businesswire.com)
Discover is soldiering away on its path to merchant acceptance parity with MasterCard and Visa in the US. Closing the acceptance gap will produce greater cardholder spend and richer interchange, thereby enriching Discover’s value proposition for third-party issuers, which in turn will enhance the value...
Analysis of:
Craigslist sues eBay, alleges corporate spy plan (uk.reuters.com)
eBay's battle with Craigslist is a great example of a PR challenge eBay faces. eBay constantly mishandles PR. eBay must wake up to this fact and hire a proven PR guru.
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