Answer Question
How likely is it that Google will do an ecommerce play?
They had Froogle some time back and have muscled their way into selling airline tickets and hotel rooms (although as an affiliate). It seems only a matter of time before they try ecommerce again. Surely, the must be salivating at Amazon's massive success in recent years. And given that Amazon has quietly built a respectable #3 ads platform that could some day rival Google's, they may want to retaliate.