Back to the paypal/ebay vs Amazon, I think you're right. These are both really online commerce enablers. I would place my bets on Amazon coming through on top.

Back to the paypal/ebay vs Amazon, I think you're right. These are both really online commerce enablers. I would place my bets on Amazon coming through on top. They have a stronger history of innovating & consistent improvement over time. Paypal & Ebay have this aura of scaling down to the 'I'll sell you my hat' level. They do. But I wonder how much of Ebay's (or paypal's) bottom line comes from the not-a-business crowd vs from actual businesses.