Yahoo announces VoIP service a la Skype at 50% less (1c a minute) … and with their IM penetration, Carrier relationships, etc., sits in a much better strategic position to capitalize on the market opportunity than eBAY. Rajiv Dutta just made a bad career move out of the CFO job at eBAY, to take on the role of President of Skype, based in Luxembourg.
Yes, eBAY needed / needs a breakout strategy, but buying Skype just wasn’t it.
It is supremely important, however, for eBAY to figure out what that strategy is, ASAP.
Hint: I would look for data mining talents and see what kinds of data-related services the market has appetite for.
My readers, what ideas do you have??