Frank, I suspect you're correct: 1. Imagine you are the guy at eBay that told ebay management and shareholders to buy Skype and the justification was the "potential". Now that you have got your way and Skype is your baby what do you do now?
2. Answer is: Keep the dream of the future "potential" alive by continuing to chase customer growth without keeping an eye on profits. Because if you shift the focus to the bottom line the growth dies and the valuation of the business looks very sick. 3. Whilst you focus on future potential your investors are not going to be able to prove you wrong (well for a while anyway, this approach is coming undone for Vonage at the moment). 4. Back during the discussion of Skype's valuation a business analyst questioned Skype's potential for future SkypeOut revenues if there was interoperability with other SIP networks AND ENUM +/or Dundee style solutions were adopted uniformly. The analyst was never given a definitive answer as there just isn’t one. Only time will tell..... Cheers -----Original Message----- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Frank Sent: Saturday, 24 June 2006 12:32 PM To: 'Commercial and Business-Oriented Asterisk Discussion' Subject: RE: [asterisk-biz] Skype Free International Calls We talked about this last month.. Something about 15 million users * 20 times the 10$ they worth = 1 billion on stock paper worth.. then blahblah.. Its all stock , and stock = scam in m h o. At least at that scale. So basically giving away service makes them worth more then not to. 10$ *15 mill = 150 mill$ * 20 time the value on paper . = lots of cash. So your now worth that.. on the biz markets.. Who wants to by skype now !!.. P;) -----Original Message----- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Cory Andrews Sent: Friday, June 23, 2006 10:14 PM To: Commercial and Business-Oriented Asterisk Discussion Subject: Re: [asterisk-biz] Skype Free International Calls They are integrating Skype calling into Ebay listings. I'd imagine some type of fee structure for Ebay sellers to add a "Skype Me" button to their auction listings, similar to how they market Gallery Images, Secondary Titles and other add-ons, would be quite lucrative as well. Cory J Andrews ++++++++++++ VOIPSupply.com 454 Sonwil Drive Buffalo, NY 14225 ++++++++++++++ voice - 716.630.1555 X22 email - [EMAIL PROTECTED] AIM - B2CORY ----- Original Message ----- From: "Steve Kennedy" <[EMAIL PROTECTED]> To: <[email protected]> Sent: Thursday, June 22, 2006 9:26 AM Subject: Re: [asterisk-biz] Skype Free International Calls > On Thu, Jun 22, 2006 at 05:31:35AM -0700, trixter aka Bret McDanel wrote: > >> On Thu, 2006-06-22 at 21:57 +1000, Craig Lawrence wrote: >> > Can anyone make sense of Skype's business model? See this... >> > http://www.amperordirect.com/pc/r-skype-news/z-news-062106a.html >> > I assume I'm missing something. >> Near as I can tell they are doing this as a loss leader to build a brand >> name and market acceptance. IE build their user base so it can become >> profitable. > > In order for Skype to make money they need people to use their value add > services. While everyone just uses Skype for PC to PC calls, they're just > another IM client. > > If Skype can promote SkypeOut/SkypeIn, Voicemail etc and get people > using them, then users are likely to continue to use those services and > pay for them. > > They have a huge installed base, but currently poor revenues (the > current revenues and expected revenues were published as part of the > Ebay purchase). If they can accelerate the up take of paid for services > then Ebay will be happy (and Skype shareholders who get a 2nd round of > payments if Skype meet various targets). > > ISPs are used to buying customers, Skype are just buying long term value > add usage. > > > Steve > > > > > -- > NetTek Ltd UK mob +44-(0)7775 755503 > UK +44-(0)20 79932612 / US +1-(310)8577715 / Fax +44-(0)20 7483 2455 > Skype/GoogleTalk/AIM/Gizmo stevekennedyuk / MSN [EMAIL PROTECTED] > Euro Tech News Blog http://eurotechnews.blogspot.com > _______________________________________________ > --Bandwidth and Colocation provided by Easynews.com -- > > asterisk-biz mailing list > To UNSUBSCRIBE or update options visit: > http://lists.digium.com/mailman/listinfo/asterisk-biz > _______________________________________________ --Bandwidth and Colocation provided by Easynews.com -- asterisk-biz mailing list To UNSUBSCRIBE or update options visit: http://lists.digium.com/mailman/listinfo/asterisk-biz _______________________________________________ --Bandwidth and Colocation provided by Easynews.com -- asterisk-biz mailing list To UNSUBSCRIBE or update options visit: http://lists.digium.com/mailman/listinfo/asterisk-biz -- No virus found in this incoming message. 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