July 06, 2006


So my theory, and it's just a theory, with little to go on but a hunch, is that what's happening to eBay (for instance, JJ's departure combined with Google's PayPal threat that's spooking eBay investors) is prelude to the big news - Meg Whitman's announcement that she's moving on (to be CEO of something even bigger than eBay, or running for President in 2008? who knows), and that a successor has been chosen, and it ain't JJ, and that JJ's time has come to move on if he wants to move up.

That is simply my theory. I figure we will have to wait six months to find out.

Posted by brian at July 6, 2006 06:10 PM


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