Wednesday, April 20, 2005

Skype valuation, clarified

A point of clarification. I have seen the $130m valuation attributed to me, when I was actually using this figure from another blogger as a point of departure. I thought the implication of my post was clear - that $130m might be a ballpark figure for potential of the SkypeOut business alone - but that there was a lot not captured by it, i.e., SkypeIn, licensing revenues, revenue shares, the "option value" of a community this large, and other intangibles. My gut feeling is that a figure 3 - 4 times this might be more appropriate, but that the issue won't be relevant until the business is much bigger and more mature.

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