Fantastic analysis of Skype’s numbers here.
The author projects just under $12 revenue per active Skype user in 2007, versus the $78 per real Skype 2007 user paid by eBay. All up those are not bad figures, and the purchase by eBay makes financial sense.
I’m a fan of Skype as it gives eBay the potential to dominate the entire voice market. So far we are not seeing the splintering that happened with IMing (ICQ, MSN, AOL etc.) – you either Skype or you don’t.
Lance Wiggs 