Om Malik has an article by Aswath Rao providing an alternate view of Skype, the P2P VoIP company: “Skype shares the same functional architecture with other VoIP providers. It shares the same business plan and outlook. But they have artificially cloaked it in a proprietary system. I guess this is their economic moat to use a Buffett term. From a consumer point of view, the beauty of VoIP is that there is no moat and current technology is sufficient to realize direct IP Communications that does not require any intermediation.”
Skype+T
