12 thoughts on “Sk(h)ype”

  1. The shallow nature of Wharton analysis can be exemplified with the following quote “More than 1.8 million people use SkypeOut …” We all know that this is the number of (including cancelled and otherwise unrealized) transactions.

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  3. I want to throw one out for a home run. Let’s say Skype is trying to determine their “market” value for an already known buyer. Let’s say that buyer is Cisco. Cisco sits on Skype’s board and is essentially the infrastructure that Skype runs on.

    Just a thought, not a rumor.

  4. I read the article at Wharton’s website, it is pretty conservative. The one thing that Skype would need to stay away from in order to keep continuing the business model that they have is “regulation”. One interesting thing that the Wharton article points out is that their cost of adding a new customer is “nil” which is the wonder of P2P. Also, their paid services like SkypeOut and Voice mail have been very well received from their subscriber bases. Another quote from the Business 2.0 magazine (August 2005) – The 29 best business ideas in the world – “Make a Free Product so good that customers will pay”. Skype fits that pretty darn well.But again, in order to take the next step, folks at Skype would need some coaching, similar to adding an experienced CEO to the Google team.Bottomline, Skype does have a lot of potential.

  5. I think what people are missing is that there are a lot of ways to make money from Skype that have nothing to do with per minute rates on phone calls. Just look to the PBX/Centrex world. People are not paying $30/seat/month just to do simple 1-to-1 voice. In this world where almost everyone has their own phone (thanks to mobiles), functions that were previously limited to the corporate world may become appealing to the residential consumer.

  6. Thanks much for the attribution but want to be clear that what I was trying to do was sort through some of the usual and not-so-usual suspects and explain why I thought they might/might not be a fit. As I wrote, I think InfoSpace would be too expensive — possibly more than Intermix/ MySpace — to fit the “modest acquisition” standard Murdoch described.

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  8. I should have went to b-school to make statements like this one: At this point, Dreze isn’t sure if Skype is a short-term phenomenon or the beginnings of the world’s largest communications service, but he predicts that it will keep growing as long as users keep encouraging friends to sign on.

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