Ebay thinks that the IPO is the right strategy according to reports, but when I was trying to talk to them, the Intellectual property still owned by Niklas and Janus and embedded in Skype seemed to be a stumbling block.
Now in the past Skype has been clever in acquiring their own path to success. The acquistion of Camino Networks was allowed them to go beyond Global IP Sound.
So how do they go around themselves?
Henning Schluzrinne did a great analysis of this question with his team in 2005.
Personally, I think they have to come to terms with the patent before the IPO, but stranger IPOs have been in the market that got past these kind of issues.
Perhaps this is a sleeping dog, with 15 Million subs if they were compared to voice service providers they should do better than the 2.6 Billion previously evaluated.
However customer goodwill is not the same as salvage cost, so maybe Skype will be compared to an Oracle or Microsoft?
Tags: Camino Networks., Ebay, Global IP Sound, Henning Schulzrinne, Janus Friis, Microsoft, Niklas Zennstron, Oracle, Skype
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