June 10, 2005 07:01 AM | Stuart Henshall

How much value is there to rumors? Will Skype get sold to Yahoo? Who benefits? Skype probably benefits from rumors like this. Perhaps even Yahoo does. I wonder what the impact is on Yahoo shares today? My perspective is it is way too early for Skype to move. The brand Yahoo adds nothing to Skype and potentially hampers long term Skype strategy. Yahoo sees the world from a Portal and desktop point of view. By contrast Skype is working toward the mobile market. Yes potentially complementary. Would Yahoo leave Skype alone?

Perhaps the most interesting market for a business deal would be Japan. There Yahoo and Skype could find some consumer synergies around Yahoo's broadband offer. LiveDoor has also been successful. The real prize will be around the social networking aspects and real-time calling. I don't think Skype has the tech done yet to announce such a deal. Still in the East they don't have the same hangups about ID's and aliases. Thus if there is to be a rumor... forget Yahoo USA and look to where Skype has made interesting inroads. Asia is the place to look!

It might be too soon for Skype to be cashing out, and I am not sure if Yahoo can justify the big ticket valuation that would be slapped on Skype. There maybe a revenue share deal in the offering! That would make my recent post on Skype, more relevant. Om Malik

It started here, went here, and is now here. I still see few benefits for Skype in this. Then I've missed the picture before.




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Listed below are links to weblogs that reference Rumor Mill on Yahoo & Skype:

» Yahoo Buying Skype from Chris Abraham
Rumor has it that Yahoo has its eyes on buying my favorite online service (and a service to humanity), Skype.... [Read More]

Tracked on June 10, 2005 08:37 AM

» Skype and Yahoo in deal rumours from Connected Internet - Broadband, Mobile and Gaming News Blog
Rumours are floating around the internet about a potential Skype tie-up with Yahoo!  I doubt Yahoo are looking to acquire Skype as that would require a ridiculous amount of cash/stock, ... [Read More]

Tracked on June 10, 2005 02:42 PM

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