http://www.pbxinfo.com/index.php?module=v4bJournal&func=journal_view&mode=detail&uid=3

I don’t think it is going to be that good of a feature for Ebay. I think its helpful but I don’t see it worth 7 billion dollars? Does anyone else think they are up to something else?

I wish them well in their new model. Seems like with the end user price of most VoIP software clients (Skype, GTalk, GizmoPhone) as $0, that they will have to continue to supply service providers.

China Telecom has started blocking access to a popular Internet telephone service that is threatening its long-distance revenue, according to local media reports and Internet postings….

They said China Telecom, whose broadband Internet service allows access to Skype, has plans to eventually block the service throughout its coverage area nationwide.

When it is so easy to block Skype from a major country like China, evaluations of 2-3 billion may prove ephermeral. Regulations prohibit bypassing national telecom carriers in many countries. china may be the start but it probably won’t be the end.
If skype is cut off from its largest growing asian market, Ebay’s better off paying 200million for skype and stuffing the rest down the politicians throats if they are so eager to buy out skype. They’ll be more successful.

thanks for your take on XTEN’ future,since the company moving to a per-seat license model with a deliberate focus on annuity revenue I just wonder if this could ad value and potential in long term to Xten networks?BTW company changing name and announcing new partnership at von 05.

This is not my site, it’s Om Malik’s and you’re certainly free to do as you want with no regard to my question. I asked, because this was the second or third I saw this question asked on different threads by you. Just curious.

As far as the hype on Skype being valued at any multiple of $1B or a similar number for Vonage, well I’m floored. Maybe eBay’s shareholders voiced their opinions on the rumor: I think they’d like to see how spending $2B on Skype will make eBay that much more valuable.

On XNWK, that comment you copied from another message board…
First, Skype’s users are Skype customers – nobody elses. They generate (not 50,000,000 of them, but a couple million of them) recurring revenue by buying and consuming Skype’s services. Xten does not have 5,400,000 customers, they state:

“Through deployments with leading service providers, Xten technology is deployed in more than 5,400,000 IP endpoints worldwide.”

Since Xten has delivered TECHNOLOGY under blanket, one time payment, unlimited, unbranded distribution agreements to a number of service providers, their client technology has seen broad distribution. But that revenue is already on the books. Xten is not running a service network with recurring revenue, they are not a subscriber based company. They are a software technology provider. You cannot apply a subscriber multiple a la Skype to them and develop a fantasy market cap.

Perhaps with Xten’s new Cisco management, they’ll convince Cisco-Linksys-Sipura-Komodo to buy them and sell yet another softphone and SDK to the marketplace.

MOST (almost all), sellers (who are indiciduals) will NOT want people to have the ability to click and call…not like they’d ever be present to take the call anyway.

They like the flea market appeal of ebay, simple selling. calling equals business. Not whymsical selling fun.

so they could do it, but it isn’t going to be mass adopted by any stretch.

craig

Guys I just read the news about ebay/skype and by simple math we should be trading north of $10.00, I am buying more….

Skype currently has 40,000,000 registered users and we have 5,400,000 registered users. ebay offered 5B for sky which is @125.00 per registered users.

I understand that skype has other things outside the registered users, but…… help me out!!!

so xnwk has 5.4M users @ 125.00 the ceiling market cap should be 675M.

now with the current market cap at ONLY 17M……. that is giving us a value of ONLY $3.15 per register user.

wow 3.15 vs 125 hmmm……..

I smell a super run once news start to come out and we will be trading north of $5.00 before year end.

somebody is “stealing those shares”……..

Comments welcome…..

well looks like it’s ok with you hearing rumors about selling skype for 5 bil and vonage for 3 bil then guestion about XTEN(which does codes for yahoo/vonage/yak).
I be glad to hear some negatives about XTEN(will change the name brand next week at VON 05)from you or anyone eles.

Since you ask this “who will buy xten” question over and over, let me ask, why do you care and why do you think anyone will buy them? Why do you think xten is remotely similar to Skype?

Just curious.

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