Why Google Should Buy eBay/PayPal

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March 17 (Bloomberg) -- Colin Sebastian, an analyst at Robert W. Baird, explains why he thinks Google should be buying PayPal instead of eBay. He speaks with Olivia Sterns on Bloomberg Television's "Bottom Line." (Source: Bloomberg)


Let's start with your big idea that you think google should be buying up paypal instead of ebay.


We think carl icahn has triggered a very worthwhile discussion about the value of commerce being put together or to be split apart.

We think a better option than splitting ebay and paypal would be combining it with a larger healthy internet platform like google, which it also needs.

We think this could be a creative transaction for google and keep payments from aba altogether.

Is that something you hear or is it something potentially from google that they are in fact interested?

This is more of a thought exercise.

A lot of debate happening after carl icahn went public with his proposal.

We took a look at the landscape, we took a look at commerce.

We think google has the resources and strong engineering platform to be able to put ebay and paypal on their platform successfully.

Apple is already another company we talked about as potentially moving more into the mobile payment business.

The premise of this, do you think would carl icahn is saying makes sense and would ebay be willing to let go of paypal you know it is the fastest-growing segment of their business.

Good question.

It is a fair point that there is value of paypal walked inside ebay.

The question is to be a loud ebay to take the time necessary to unlock that value organically or is a transaction of some sort necessary?

With google we think that ebay and paypal can remain together.

We're going to leave it there.

Thank you very much.

Colin sebastian area and

This text has been automatically generated. It may not be 100% accurate.


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