Speculation is rife on Wall Street that a big Internet deal or alliance is in the works, with Google, Yahoo, eBay or Microsoft as possible partners — and a Yahoo-eBay partnership seen as most likely.
“A partnership or merger between eBay and Yahoo! is the most strategically feasible,” a report authored by analyst Imran Khan and the JP Morgan Internet team said on Monday.
“A combined company would have the leading position in auctions, communications, payments, graphical advertising, audience reach, and geographic breadth,” the report said.