What Microsoft Could Do With Skype - Page 3
Except for chat on gaming consoles, I defy anyone to find someone under the age of 30 that uses instant messaging. It is so “my parents” technology to late Gen Y’s and Millennials. Microsoft could sprinkle Skype dust on Messenger, Hotmail, and throw in search capabilities to create a more robust communications platform.
Build the Skype client into Phone 7’s follow up and offer videoconferencing, doc sharing, voice search and navigation and other features across smartphones and tablets. Yes, US carriers will jump out of their shirts, but you know what? The rest of the world won’t!
Plus Phone 7 with Skype on Nokia phones is an interesting play in Europe and in emerging countries where Nokia still has sizeable market share. And tier mobile. Keep a free version for Android but forget iPhone and iPad, Apple’s going its own way anyways.
Mobile also has the potential to accelerate people off of landlines faster, probably more in the US where we have faster Web connections; not so in emerging markets where cellular is the main gateway to the Web. And then there is the whole mobile payments/Skype credits backend. Lot’s of opportunity there.
What don’t we know?
While Skype was owned by private equity, it defied the odds. Instead of shrinking R&D, it grew it. Its reports state that product development was $72.3 million last year. That’s a lot of new innovation. It just hasn’t been trotted out yet. And Microsoft saw what was behind the curtain.