categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
skype
Leadership Profile: Maggie Wilderotter (Part 10)
As a telecommunications company focused on rural markets, Maggie’s challenges are quite different from the urban carriers. When we were scheduling this interview, Maggie absolutely insisted that she would not do it on Skype: “they try to take the food out of the mouth of my babies as a competitor” … In this segment, we’ll
Skype: Missing a Segment?
I was extremely annoyed by eBay’s Skype acquisition, and the consequent stock price drop that eBAY delivered. Needless to say, I am an eBAY shareholder, a rather restless one at the moment. Now that Skype is inside eBAY, however, I’d really like to see it perform, grow, deliver the grandiose numbers that were projected …
Web 3.0 = (4C+P+VS) = YahooBAY
On September 8th, 2005, I wrote a piece called YahooBay, not SkypeBay, as eBAY prepared to buy Skype. Since then, eBAY has stabilized, their core auction business is doing better, although Skype still remains a relatively unmonetized asset. I hope this changes relatively soon, since I am a shareholder, but I still maintain, it is
P.S. YahooBay
Few months back I wrote YahooBay. In the last month, eBAY shares have dropped a great deal. The core auctions business is slowing, and under threat from Google. So far, Paypal continues to grow by 30%+, but if Google launches a payment platform, that business will also go through jitters. The stock will definitely tank
YahooBAY: Epilogue
However, I also believe, that to counter Google’s menacing march towards an unchallenged and unhealthy level of market dominance, a viable alliance could be YahooBAY.
Google vs eBAY or Google vs YahooBAY?
I said once before, that Yahoo should acquire eBay. eBay’s market cap is $52 Billion, whereas Yahoo’s is $50 Billion. It would roughly be a merger of equals, but I believe Yahoo’s future is far more promising than eBay’s. Hence, judging by futures, Yahoo ought to acquire eBay.
