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Technology Stocks : Skype running hot, turbo-charged on Metcalfe's Law -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (27)	12/30/2004 3:01:24 PM
From: Smart_Asset	Read Replies (1) \| Respond to of 170

Hi Maurice, I have enjoyed your many posts over the years here on SI. Do you see any way to make a buck with Skype? Excluding, with noted deference, the obvious Qualcomm. tia Tam

To: Maurice Winn who wrote (27)	1/3/2005 5:25:15 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 170

47,479,875 downloads 1,201,000 users online. No minutes served reported = they've gone all coy about what they are doing. skype.com Downloads x = 1 million 30 Octxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx 30 million 07 Novxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx 14 Novxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx 21 Novxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx 37 million 28 Novxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx 05 Decxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx 12 Decxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx 42.5 19 Decxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx 44.3 26 Decxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx 45.8 02 Janxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx 47.4 700 million minutes a month being used. That's a LOT of minutes. At 4c a minute, that would be $30 million a month. That's $400 million a year. That's a little nibble at the telecoms industry.