卡尔•伊坎盯上了一家硅谷巨头，只不过这一次他的目标并不是苹果（Apple）。

    eBay于今天下午宣布，伊坎已提名他的两名职员加入eBay董事会，同时还提交了一份非约束性提案，建议eBay拆分PayPal。

    本月早些时候，伊坎收购了eBay公司0.82%的股份。这是他为进军科技行业【如苹果、戴尔（Dell）等】所进行的一系列投资之一。eBay表示，公司之前考虑过分拆PayPal，但最终放弃了这种想法。这家公司还表示了对现任董事的支持。预计在定于美国东部时间今天下午5点举行的第四季度业绩发布会上，eBay将更深入地就此问题发表意见。

    下面是eBay就伊坎提案发表的声明：

    eBay公司今日宣布，公司收到了卡尔•伊坎的通知。伊坎先生在这份通知中表示，他已提名他的两名职员加入eBay董事会，并已提交一份非约束性提案，建议eBay拆分PayPal。通知称，本月早些时候，由伊坎先生控股的公司收购了本公司的部分股票和衍生证券，由此获得了本公司约0.82%的股权。

    eBay欢迎所有股东，包括伊坎先生提出建议。伊坎先生的董事提名将被转交至董事会“公司治理及提名委员会”，由委员会按正常流程进行审核。我们希望说明的是，eBay拥有世界一流的董事会，董事会成员在科技及金融服务领域具备极为丰富的经验。

    至于伊坎先生提出的拆分建议，实际上，eBay董事会会定期对公司的战略方向进行评估，也曾对分拆PayPal的问题进行过深入的探讨。公司董事会得出的结论是，维持公司现行的战略方向才是对公司和股东最有利的做法，分拆PayPal并非股东利益最大化的最佳途径。作为eBay的一部分，PayPal能很好地利用公司的技术能力、电子商务平台及公司与全世界零售商、品牌及大商家的关系。支付是商业的一部分，而PayPal作为eBay的一部分，可以在全球范围内推动支付创新，为消费者、商家和股东创造价值。

    eBay股价在盘后交易中上涨超过7%。而凭借所持有的eBay公司0.82%的已发行股份，伊坎成为这家公司第25大外部股东。

    最新消息：eBay公布了2013年第四季度财报。报告期间，这家公司的营业收入同比增长13％，达到了45亿美元。在公司的三大业务部门，也就是交易市场部门、企业部门和支付部门中，支付部门PayPal增长最快，总收入增长19％，达到了18亿美元。（事实上，公司CEO约翰•多纳霍此前就曾多次表示，预计未来三到五年，PayPal的收入将超过交易市场部门，即公司的竞拍网站。）

    多纳霍在当天的业绩发布会上花了很长时间讨论伊坎关于拆分PayPal的非约束性提案。多纳霍说：“不要感到奇怪，其实这种想法早就不新鲜了。”他接着解释了为什么合并经营eBay和PayPal才是最好的策略。他举例指出，通过在eBay的网络和移动服务中整合PayPal，eBay不需任何成本，就能直接带动PayPal用户的快速增加——第四季度，PayPal新增520万个活动用户，其中eBay以这种方式增加的用户约占三分之一。eBay同时还将约50%的利润用于帮助PayPal保持快速、持续的发展。多纳霍解释道，董事会成员一致同意保持公司完整，除非eBay与PayPal之间的“协同效应不复存在”。（财富中文网）

    附加报道由JP•曼格林丹完成。

    译者：朱毓芬/刘进龙

    Carl Icahn has his sights set on a Silicon Valley giant, and it isn't Apple (AAPL).

    eBay Inc. (EBAY) this afternoon announced that Icahn has nominated two of his employees to its board of directors, and submitted a non-binding proposal to spin PayPal out into a separate business.

    Icahn earlier this month acquired a 0.82% stake in eBay, as part of what appears to be his heightened interest in the tech sector (Apple, Dell, etc.). eBay suggested that it has previously considered, and rejected, a PayPal spinout. It also expressed support for its current directors. The company is expected to further address the matter during its previously-scheduled Q4 earnings call today at 5pm ET.

    Below is eBay's statement regarding Icahn's proposal:

    eBay Inc. announced today that it has received a notice from Carl Icahn indicating that he has nominated two of his employees to its Board of Directors and submitted a non-binding proposal for a spinoff of its PayPal business into a separate company. The notice stated that companies controlled by Mr. Icahn had, earlier this month, acquired shares and derivative securities that give him an economic interest of approximately 0.82% in the company.

    eBay welcomes the opportunity to listen to the perspective of all of its shareholders, including Mr. Icahn. His Board nominations will be passed on to the Board's Corporate Governance and Nominating Committee, which will consider them in the ordinary course of business. We would note that eBay has a world-class board of directors with directors who have significant experience in technology and financial services.

    Regarding Mr. Icahn's separation proposal, eBay's Board of Directors routinely assesses the company's strategic direction and has explored in depth a spinoff or separation of PayPal. eBay's Board of Directors has concluded that the company and its shareholders are best served by the current strategic direction of the company and does not believe that breaking up the company is the best way to maximize shareholder value. As part of eBay Inc., PayPal is able to leverage the company's technology capabilities, commerce platforms and relationships with retailers, brands and large merchants worldwide. Payment is part of commerce, and as part of eBay, PayPal drives commerce innovation in payments at global scale, creating value for consumers, merchants and shareholders.

    eBay shares are up more than 7% in aftermarket trading. With 0.82% of eBay's outstanding stock, Icahn would be the company's 25th largest outside shareholder.

    Update: eBay reported fourth quarter earnings for 2013, with company revenues up 13% for the period to $4.5 billion. Of the company's three business divisions – Marketplaces, Enterprises and Payments – the Payments division, or PayPal, remains the fastest-growing, with revenues climbing 19% to $1.8 billion. (Indeed, CEO John Donahoe has repeatedly said in the past he expects PayPal to surpass Marketplaces, or auction site, within the next three to five years.)

    During the earnings call this afternoon, Donahoe spent a significant chunk of time addressing Icahn's non-binding proposal to spin off PayPal. "You won't be surprised that this is not a new idea," Donahoe said. He continued to explain why keeping eBay and PayPal together remains the best strategy. As examples, he pointed out that eBay is directly contributing to PayPal's rapid user growth at no cost – one-third of PayPal's 5.2 million new active accounts for the fourth quarter -- thanks to increasing integration of PayPal in eBay's web and mobile services. And roughly 50% of eBay's profits are being utilized to help fund PayPal's rapid, continued expansion. Donahoe explained the board remains unified behind keeping the company intact until "these synergies run their course."

    Additional reporting by JP Mangalindan