Wednesday, August 18, 2010

Whitman's biggest goof could be Jobs next coup; Why Skype is a great buyout target, again. - Grant Robertson

Excerpt from an intriguing scenario (via Steve Gillmor)

Are you starting to see some upside for Apple? The biggest videophone user base meets the hottest videophone devices. Add the resulting Skype to Facetime gateway as a value-added service of Mobile Me -- Wanna connect to a Skype user? You must buy Mobile Me! -- and you have the thing Skype has always been missing; a solid revenue stream that doesn't depend on POTS termination.

Added to which, the Windows Skype installer represents several million more opportunities to fling copies of Safari to Windows users.

Potential FTC roadblocks aside, AAPL could swallow Skype whole without even pulling out the Amex Black card

Whitman's biggest goof could be Jobs next coup; Why Skype is a great buyout target, again. - Grant Robertson

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