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I woke up to see Om Malik's post about Skype and eBay.
It's very healthy for the VoIP industry to see that Skype is doing so well. It provides hope and incentive to many and proves that people do want to talk over their computers and other IP connected devices.
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Here’s my eBay analysis which addresses your question:
http://sramanamitra.com/2008/04/17/not-bullish-on-ebay/
Posted by: Sramana Mitra | April 17, 2008 at 10:52 AM