Stuart has a very insightful piece on the Skype project and explains in easy to read terms, why it is so disruptive.
What he has done with the story is break down the Skype business story as we all know it into easy terms to understand language. The big point he makes that really draws attention is the fact that Skype has yet to bring any pay services for add ons to market yet aside from Skype Out.
This fact alone shows there is a market for an easy to use IP Telephony product that works both inside and outside the traditional telecom borders.
Read the post over your first or second cup!