Evslin’s Thoughts on eBay – Skype

Tom Evslin has posted a thoughtful commentary on why he thinks eBay’s made a mistake by acquiring Skype.  His principal points are:

1. In the markets where Skype’s strong, the primary barrier to eBay-type commerce is not lack of communications, but the existence of large "grey markets" where transactions go unrecorded. This fact devalues eBay’s access to new markets argument.

2. Skype’s not yet  "great standalone business" as eBay proclaims in its presentation on the topic.  Evslin thinks Skype is just an asset, with no guarantees of becoming a "business".

I still like eBay’s "friction reduction" thinking.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s