Forbes Magazine has an excellent article in their online issue where experts from the Wharton School of Business examine the future of eBay.
Wharton, the business school attached to the University of Pennsylvania, is one of the most respected business schools in the US.
Wharton is also where Meg graduated from business school. Recently the school examined the future of eBay under John Donahoe and since the new changes were announced. At the end of the article are some great blog posts that show how investors and outsiders view eBay.
Here is the link: