5 thoughts on “Spring VoN – Part III – Microsoft Cometh?”

  1. I think you are absolutely right, Microsoft has positioned itself to dominate this market at exactly the right time. They have created the backend infrastructure elements, they have nurtured a number of vendors who have created VoIP applications, and Messenger is the required platform for VoIP on the desktop. I think that their strategy has been well executed up to now.

  2. i have been bleating about microsoft coming and there was a method to this madness of investing in telecom companies. finally all the pieces are coming together. i think it will be a battle between ichat and msn and that is the key. i will not be surprised if they buy AOL because they realize the importance of messengers

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