Suddenly, there is so much discussion about what is going on with eBay. Buyers seem to be shopping elsewhere. Sellers are complaining about deteriorating economics and looking for new, more profitable sales channels or going out of business altogether. Third-party service providers are reading these tea leaves and choosing to relieve their dependence on eBay's success and more importantly, the risks of falling victim to eBay's policy team. The media is reporting continued fraud and emerging customer service problems. Designer brands and manufacturers are suing eBay over massive counterfeit sales and intellectual property abuse. Key managers are leaving for greener pastures. New competitors are emerging in a big way. Analysts are waking up and asking real questions. Investors don't seem to be buying, and in many cases, they have been selling. A lot of my eBay customers have been calling me lately asking for an opinion for what is going on.

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