1) Google and Apple are also in this game, even we we pretend Microsoft isn't going here, nor will the Telcos.
2) Skype has a decent install base. But look how fast Qik took off, as example for how much friction there is to competition here. With the App Stores, anyone's install base is ripe for easy poach. See also: Instagram.
3) Qik has 5 million users. Skype Mobile has maybe another 5m? 10m? Most of which can't even do voice? These players are not entrenched. The market is wide open. If anything, a nice Qik exit encourages other entrepreneurs to jump into the space.
4) Seriously, Apple, Google, Microsoft, Telcos. I can't believe you think Skype+Qik is somehow an unstoppable monopoly in this space.
2) Skype has a decent install base. But look how fast Qik took off, as example for how much friction there is to competition here. With the App Stores, anyone's install base is ripe for easy poach. See also: Instagram.
3) Qik has 5 million users. Skype Mobile has maybe another 5m? 10m? Most of which can't even do voice? These players are not entrenched. The market is wide open. If anything, a nice Qik exit encourages other entrepreneurs to jump into the space.
4) Seriously, Apple, Google, Microsoft, Telcos. I can't believe you think Skype+Qik is somehow an unstoppable monopoly in this space.