Don't shoot the messenger
I'm too tired to work out exactly what this means right now, but check out Leah's post on the new MSN Messenger developers' group blog. It sounds to me like Microsoft has come to grips with the fact that it has to hammer two distinct IM/voice identities into one, with minimal duplication of effort and time to market.
UPDATE: While I was tinkering with spreadsheets of acquisitive European telesaurs, ignorant of what was happening in the real world (shame), Om was at the event, and was apparently blown away by what he saw. The game now moves to the next level, and telcos, it's time to get really worried.