Looks like the doom and gloom about Skype's future is gaining more momentum. After my "Skype's Losing It" post earlier week looking at the political, regulatory and business threats to Skype, Om Malik has weighed in today with a post focused on employee defections (hat tip to Andy Abramson)
and the "changing culture" at Skype now that it is no longer
fast-moving rebel but a target of regulators and competitors. I sat
down today with Iotum's Alec Saunders and Howard Thaw
(their relevance engine looks very attractive to revenue-starved
carriers), and we agreed Skype appears to have lost its raison d'etre
and momentum. Maybe eBay will get Skype back on track after the
acquisition is digested but eBay doesn't have much time given Google is
quickly moving into the click-per-call market.
With a $4.1-billion bet on the table, eBay needs to come up with a
pro-active strategy for Skype or risk having it end up as an expensive
and misguided strategic mistake.
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