internet portals enter the telcos game
eBay is buying Skype, for 4.1 billion. Besides implicating into the local software market, and expanding their global presence, eBay seems to be heading for an IP telephony service, maybe with a merger between Yahoo messenger and Skype. This deal threatens the light balance which exists in the telcos market between VoIP adoption and traditional communication streams. After building an armour of dark fiber, Google is not far from playing in the telecommunications field too (Forbes). Since eBay's close competitor seems to be busy fighting the fierce ecommerce competition and expanding their patents&products catalog, there probably isn't much to expect into this area. It's interesting though, how the big Internet portal players are teasing the telecommunication market.
Update: last print edition of the Economist claims that is it only a matter of time until Internet companies will be killing telcos.
Update: last print edition of the Economist claims that is it only a matter of time until Internet companies will be killing telcos.