VoIP / Skype
Not always a fan of what Rafe Needleman writes but his last two pieces on VoIP, including this on Skype economics from Always On is once again pretty close to the money. It's a. well written, b. well thought through and logical without reverting to journalistic stock phrases to fill space and c. he's pretty much right.
VoIP is a convergence application - it makes most sense to the IT community, but its a telecom application in the broadest sense. The telecom industry is going through the same issues, internally. If you are in need of a more edifying sport than wrestling, toss the "who will be out of a job soon" question to the IT and Network divisions of a large telco. The answer is those who try to separate the two - they are one and the guys who learn both disciplines will be left standing at the end. As I have said repeatedly below, a fundamental undertsanding of the network is required to make this work.
I think that this means Skype could well be late to the party - but don't bet against DFJ's ability to sell it for a fortune.
19 April 2004
VoIP / Skype
Not always a fan of what Rafe Needleman writes but his last two pieces on VoIP, including this on Skype economics from Always On is once again pretty close to the money. It's a. well written, b. well thought through and logical without reverting to journalistic stock phrases to fill space and c. he's pretty much right.
VoIP is a convergence application - it makes most sense to the IT community, but its a telecom application in the broadest sense. The telecom industry is going through the same issues, internally. If you are in need of a more edifying sport than wrestling, toss the "who will be out of a job soon" question to the IT and Network divisions of a large telco. The answer is those who try to separate the two - they are one and the guys who learn both disciplines will be left standing at the end. As I have said repeatedly below, a fundamental undertsanding of the network is required to make this work.
I think that this means Skype could well be late to the party - but don't bet against DFJ's ability to sell it for a fortune.
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