NEW YORK (TheStreet) -- TheStreet's Jim Cramer says he is astonished that David Marcus is leaving PayPal for Facebook (FB - Get Report) because PayPal is the reason investors want to own eBay (EBAY - Get Report) and Marcus has always been known behind the scenes as the reason PayPal is worth as much as it is.
Cramer says this will become a situation similar to Beats Electronics once Marcus leaves, with the exception of the $3 billion price tag for Dr. Dre and Jimmy Iovine. Facebook gets Marcus, "Mr. Monetization," who finds a way to make people pay without them feeling badly about it.
This, Cramer says, is exactly what Facebook's main issue has been: find a way to make people pay without compromising the user experience. He calls this a brilliant move by Facebook but thinks it is very bad for eBay. He also cautions investors about the daily midday sellers of Facebook.