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June 18, 2005
Step One: Yahoo!’s Acquisition of Dialpad
While I spent this past week focused on our events in Israel, when I heard about the Y! acquisition of Dialpad I wasn’t surprised and didn’t blink. After all, Brad Garlinghouse, Yahoo!’s Vice President, Communications Products, is the former CEO of Dialpad.
There is a reason why Yahoo! was invited to give an Industry Perspective at Fall 2005 VON in Boston.
Since SUPERCOMM 2004, Y! has been working on their VoIP strategy and have been on the move, meeting with many of the companies involved in the IP Communications marketplace, while working on their strategy to compete with Skype.
I’ve know for quite some time that amongst other things, Y! wanted to own a business focused on selling PSTN minutes as a VoIP service. Filling this need with the acquisition of Dialpad just made logical sense but I don’t see how this act on it’s own will put Y! in any better position to compete with Skype than before this transaction. We live in a world of outsourced relationships. Why in-source when you can outsource? Plus now that Y! will be selling retail PSTN termination, this move has to have put some strain, at some level, on both their SBC and BT relationships.
What could make this an interesting summer, would be to watch Y! as they make their moves to fill in their internal perceived voids in building the IP Communications services company that they want to be in the near future.
Hopefully there is someone at Y! who is working on connecting-the-dots of their newly acquired companies / technologies and the launch of the new Y! branded IP Communications Services company.
This is the first step of what will be a multi-step process.
Posted by jeff on June 18, 2005 09:21 AM | Permalink
Additional resources: #140conf events | Watch the Jeff Pulver Show | Jeff's Qik Videos
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