The law of large numbers was already baked into most estimates out there, including mine. You have to wonder, is he signaling anything beyond that? Is the first quarter going to be softer than people are expecting, and are they trying to manage those expectations?

The company has so far given no indication about plans for a stock split. But whether someday we're at a Berkshire Hathaway stock price, who knows?

The high price definitely creates pressure to sell.

The evidence and the numbers seem to support that, no, it was not. It was a good, solid quarter.

If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.'

I'd say it's disappointing, because it's continuing to show a revenue deceleration. Their range is more toward the low end of the Street estimates.

George was definitely trying to dissuade the audience from the scare he put into investors earlier this week.

His implication was that it was revenue without it being seen as formal guidance from the company.

In terms of prudence, you would like to see other revenue streams.

Investors are treating eBay as the safest stock in the Internet, ... The good news for eBay is they have a defensible monopoly and it's hard to crack that.