FORTUNE -- Carl Icahn wants eBay (EBAY) to spin off its PayPal subsidiary, arguing last month that separate management would improve the growth for both businesses. eBay management disagrees with Icahn, believing that its marketplace and payments businesses work better together than apart.
But there really are two strategic issues here. One is about eBay's future structure. The other is about how eBay should deal specifically with Icahn, who has become increasingly active in the technology space.
eBay CEO John Donahoe stopped by Fortune's New York offices earlier this morning, and mentioned that he has discussed Icahn with such peers as:
Each situation is, of course, unique -- and Donahoe didn't disclose the contents of his conversations with Cook, et al. But it does seem that big tech not only is taking Icahn seriously, but also is comparing notes on how to handle the activist intruder from New York.
If this develops into a playbook, it may be the first in which both sides win. Cook, Dell and Hastings all eschewed Icahn's suggestions, and did just fine. So did Icahn, and the value of his stock in each company increased. We'll see soon if eBay follows a similar path.
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Why shouldn't the stuff marketplace buy the places marketplace?
FORTUNE -- eBay CEO John Donahoe today appeared on stage at Fortune BrainstormTech alongside Airbnb founder Brian Chesky, to discuss how the two have become sounding boards for one another. It was a very candid conversation, until Donahoe was asked why eBay hasn't offered to buy Airbnb.
"We can't afford it," Donahoe said.
Really? As of last check, eBay (EBAY) had more than $9 MOREDan Primack - Jul 22, 2013 5:42 PM ET
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