Tuesday, May 09, 2006

QUICK! Google or Ebay?

I had a thought. If I had a (figurative) gun to my head and needed to answer this question...

Whose business moat is larger and more treacherous to cross? Google's paid search and Ebay's online auctions?

...what would my answer be?

I won't tell you what my answer would be (hint: I and my clients own shares of Ebay) but, I think the knee-jerk answer is probably the correct answer in this case.

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