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January 25, 2007
Happy Days are here again?
okay follow the trend line...
eBay's Skype
Lots of reports of good news some growth stories with eBay including the knowledge that Skype is serving 8M concurrent users of its 134 M registered companies. The report also states that they have 400+ devices and 350+ software applications embedding Skype.
att
Our friends at att said they expect growth of 17% with their Internet and Wireless offerings, but pointed to savings in synergies with BellSouth as the trend impacting the bottom line the most.
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Perhaps being territory based is no longer the model. The numbers make Skype credible on a subscriber to subscriber basis. If you compare the amount of revenue that Skype has recieved to date (approx 100M) then its not even close). If the trend line on the revenue comes up, it maybe a sign that virtualization time has come for the incumbents.
Posted by carl at January 25, 2007 11:13 AM