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No. of Recommendations: 3
the only question asked was what is Skype's competitive advantage. Answer: none.

Maybe the one below was written in invisible ink?

Anybody could have made eBay's technology, but nobody can duplicate their network effect. Thats why they ponied up bigtime cash for the VoIP leader instead of rolling their own. Got a head start on the network effect, and will give it a huge extra kick in the rear by cross-marketing to the eBay community.
http://boards.fool.com/Message.asp?mid=23056572

Or this one:

I do buy the argument that Skype has similarities to eBay and PayPal in the sense that... there were numerous competitors to eBay and PayPal but they never gained traction due to eBay's and PayPal's critical mass.
http://boards.fool.com/Message.asp?mid=23056595

I also recommend listening to eBay's conf. call on the Skype purchase, which was pointed out in this one:
http://boards.fool.com/Message.asp?mid=23032505
Where eBay management goes into great depth explaining how Skype is way out ahead of the pack, and how that generates a network effect that eBay and Paypal will accelerate, and how important the brand recognition of Skype is.

These are terrific competitive advantages, folks. Or if you think not - why not?
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