Analyzing Skype's Q2, Updated Financial Model

From Internet Outsider - In my opinion, Skype has lost focus, allowing other companies to capture markets it should have owned (Google's new acquisition Grand Central, for example). Skype has yet to roll out a satisfactory small-business solution (main number, PBX, extensions, etc.) and has yet to penetrate the much larger phone-to-phone market. Skype's forays into community and commerce, meanwhile, smack of the core expertise of its parent, eBay, which has no strategic reason for owning the company. eBay should sell Skype to Yahoo, Microsoft, or Google, and focus on its core commerce business. | Read full article