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While we believe Meg has proven to be a very capable manager leading eBay from a start-up into a household name and one of the largest internet companies, there will be plenty of scrutiny given her lack of experience in the enterprise business. Her 30-year career has been in the consumer space including at eBay, Disney, Proctor & Gamble, Hasbro, Stride Rite, and FTD. Frankly, it is too early to predict whether she will be a success or not as time will tell. Nonetheless, we believe Meg faces a learning curve in picking up the enterprise business and supply chain management including component suppliers, contract manufacturers, and distributors.
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