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Saturday, September 10, 2005

What is the price of 100.000.000 customers?

The number must justify the purchase of Skype by EBAY.
But if the forecast is correct it makes 30$ for customer that in my opinion IS NOT a fair price.

Considering a 10% of customers active for Skype OUT and Skype IN, the revenue for each customer (considering IP to IP free) should be 300$ per year, which makes the price even less fair.

Considering also that Skype software is NOT an impossible software to copy and may be improvable (for example using open standards and codecs) the price looks outrageous.

Are we back in the dot.com era?

This is the only possible explanation.
VoIP is the only really new technology since the dawn of the Internet and certainly repeating the hype of those years has been a dream for many and for long.

There are so many big corporations who make a lot of money and have the need to invest it.
And there are so few opportunities and investments that promise such a bright future and huge revenues as VoIP.

But my opinion is still the same: I wouldn't do a long term investment in what looks to me a short term revenue...

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