Maureen <[email protected]> wrote:
>
> Skype is adding users at a phenomenal rate, revenue is up, and losses
> are decreasing.   They will profitable shortly if the Microsoft
> purchase doesn't cause users to leave in droves the way the t-Mobile
> users are leaving since the  AT&T purchase.
>

Yeah, companies merge/buy for 1 of 2 reasons:

* Leverage my model, which is like AT&T/T-Mobile.  The play there is
to basically expand AT&T's existing business model with new networks,
customers, infrastructure, etc.

* Change my model, which is like MS/Skype.  The play here is to change
MS's business model to include mobile and leverage that platform
somehow, probably with intent to use MS Office integration for
business conferencing, sharing, etc.  Or something.  Who knows?

eBay sold Skype because, at the end of the day, Skype was neither of
those b.model plays things for them.  They consider their core b.model
as bringing together buyers and sellers.  Originally they thought
Skype would help do that, but it wasn't well thought through and of
course ultimately didn't help.

Ultimately I'm thinking MS has made the same mistake eBay did.  Their
probably thinking they can leverage into the mobile space with an ad
platform, or some type of MS office mobile or something.  Maybe
somehow use Live Meeting / Lync with Skype ... I dunno.

MS doesn't have a great track record at innovation so I'm guessing
it's not a good mov

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