Excellent question, I had ebay in a post I was preparing, I've updated the text and bit and posted it.

http://jacquesmattheij.com/ripe-for-disruption

Ebay has been setting itself up for failure for a long time now, but I'm not surprised that people decided not to take on Goliath. But with this incident there might just be an opportunity to swing the scales in favour of a new entrant.