What happened at your all-day meeting?
Some folks at Skype had big meetings Friday. No idea why. Maybe the future of Skype?
Others in eBaylworld...
Meg Whitman to Erick Schonfeld:
"We liked Skype and still like Skype as a standalone business—a $400 million, four-year-old. Skype is doing more business as a four-year-old than eBay, Yahoo, or even Google did. We saw potential synergies between Skype and eBay. The next year or so will prove out if we were right. We’ve only had our management team in there for three months. Prior to that we had the founders, who are brave individuals, but were motivated by the earn-out."
Cynthia Brumfield: Whitman Leaves Just as Skype Starts to Do Alright - A positive analysis of Skype operational data.
John Donahoe to Adam Lashinsky:
He notes that eBay only installed its own management team at Skype two months ago and asserts that “we’re just getting around to the position where we can test the synergies.”
Mark Evans: What Now for Skype, StumbleUpon? eBay should sell them, no synergies found.
Scott Wingo, author of eBay Strategies:
I do worry that we used to have 100% of JD's mindshare and now he's going to have stuff like Skype and Paypal on that plate which is bound to take the ebay core mindshare to < 100%. Let's hope it's north of 75, but my gut is there's enough going on over at skype to take on 50-80% of his time.

