er, maybe it's my 'listless' disposition but why would you put a breadcrumb in a list? The usual > seperators seem ideal...except that it does not, intrinsically, have any structure or semantic meaning if it's just a line of text with an arbitrary character as separator. Using a list attempts to give some meaning and relationship to the various "bits" that make up the breadcrumb.
However, it's true that one needs to be able to draw the line, and not get too carried away with using lists. Otherwise everything starts looking like a list (in the same way that when you have a hammer, everything looks like a nail): a page of text could arguably be seen as an ordered list of paragraphs/lists/images, even individual words could be ordered lists of individual characters, etc. It's about walking a fine (sane) line, and in many cases realising that the semantic structures offered by (x)html are actually quite limited, and you won't always find the exact right set of elements that perfectly fit your real-world content...so it turns into a question of triage.
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