As Doug McIntyre mentioned earlier today, eBay (NASDAQ:EBAY) will soon start charging users of its Skype VoIP (Voice over IP) service $30 per year to use the service. I have expected this for quite some time, as eBay ponied up over $2 billion for the company. At some point it needs to accelerate the process of receiving a return on that investment beyond the current subscribers who pay for "SkypeIn" and "SkypeOut" Internet phone calls (an incoming telephone number and an outgoing any-number call capability, respectively).What I am most interested here is how Skype customers will react to this situation. While everyone (I imagine) loves a free lunch, eBay shareholders are probably more interested in seeing the company's cash hoard grow even larger than it is (the company has over $3 billion in cash) and for some good to come from the Skype acquisition.
While eBay's acquisition of PayPal was a great decision and a perfect move for the time, many of us questioned why eBay would purchase a VoIP company like Skype. Are legions of its customers really using Skype to perform chats during auctions? That's hard to believe -- but maybe it's true. Yet, eBay has provided no proof.
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