Comments on: Sk(h)ype

By: Om Malik’s Broadband Blog » Skype as the Next Generation PBX

Om Malik’s Broadband Blog » Skype as the Next Generation PBX — Wed, 17 Aug 2005 15:47:23 +0000

[...] t by Jesse Kopelman Let’s clear one thing up, right off the bat. I’m not here to tell you how much Skype is worth. That’s not the point, anyway. The point is that, if you are looking at things [...]

By: Rick

Rick — Mon, 15 Aug 2005 02:41:20 +0000

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.

By: Geek News Central

Geek News Central — Fri, 12 Aug 2005 09:46:58 +0000

GNC-2005-08-12 #90

Show number 90 we have some podcasting development rumors and a lot of info and great gouge on some great…

By: Ronald Gruia

Ronald Gruia — Thu, 11 Aug 2005 22:30:16 +0000

Om, are we witnessing the start of another bubble? US$3 billion for Skype is not Sk(h)ype, it’s over-hyped Sk(h)ype ;-)
Here’s why:
(link)

By: Staci Kramer

Staci Kramer — Thu, 11 Aug 2005 21:08:31 +0000

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.

By: Om Malik

Om Malik — Thu, 11 Aug 2005 21:05:59 +0000

Hey jesse, you want to explain? alternatively, drop me an email for a little offline discussion!

By: Jesse Kopelman

Jesse Kopelman — Thu, 11 Aug 2005 21:00:17 +0000

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.

By: Tim A

Tim A — Thu, 11 Aug 2005 15:57:23 +0000

Just cutout the K like I do and make it Shype :) See (link)

By: NITIN AHUJA

NITIN AHUJA — Thu, 11 Aug 2005 14:22:18 +0000

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.

By: Rick

Rick — Thu, 11 Aug 2005 13:42:59 +0000

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.

By: Mark Evans

Mark Evans — Thu, 11 Aug 2005 11:30:14 +0000

What’s the Hurry Skype?

As the apparent courtship of Niklas Zennstrom (Skype) by Rupert Murdoch (News Corp.) rumbles on, a growing number of people (including Om Malik) are starting to wonder what the fuss is all about. Sure, Skype has been downloaded more than 145 million ti…

By: Aswath Rao

Aswath Rao — Thu, 11 Aug 2005 09:37:03 +0000

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.