The international business is really the growth story for eBay, especially as the U.S. market matures. However, there was a significant material decline in revenues overseas in the fourth quarter.
These businesses are not meant to be managed on a quarterly basis but people take quarterly results and extrapolate them to come up with a long-term value for the stocks. You have to look at them with time horizons of two or three years, not two or three months.
Amazon is really getting hit from both sides. The business environment, especially in the United States, is very, very competitive.