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Jun
18
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Thanks to Pat for the link to an article in GMSV. Sandvine (a Broadband management company) predict that Skype will soon license their software to handset manufacturers and threaten wireless SPs - they are essentially saying that Skype will make money on IP not on service. I'm not sure why wireless SPs would go for this unless they could make money - there have been reports of SPs crippling handsets to remove competing features such as WiFi and Bluetooth already - why would this be viewed differently ?
Unless of course the wireless carriers view the future commoditization of voice as innevitable (which seems to be the modus operandi of the VOIP providers) and that the money will come from other value added services. I just can't see that - most of the IP multi-media services I have seen so far seem to be purely for the enterprise market and not the consumer (video, whiteboard) - so the revenue potential is somewhat limited.
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