The recent hires over the past year by Skype all indicate to me that the so called “considering strategic alternatives” that Skype headhunters heard earlier this year looks to me like the company is being built up to be sold or to make some acquisitions.
Here Are Some Reasons:
1. Skype is not really a part of eBay’s eco-system. Last summer at eBay Live Skype’s role was so diminimized that you had to use a magnifying glass to see what they were doing there.
2. Skype has been on a “This Is What We Are Doing” kick the last six months. I’ve seen speeches and presentations where Skype is talking all about their road map. Much of it is mobile and handset device oriented.
3. Skype is moving into hiring a community development manager or director (again.) This will shore up the development eco-system.
Skype is on an expansion kick, but everything they’re doing leads me to the two paths. Be sold or buy more.
The fan in me wants to see them given their freedom.