Deal for Microsoft
Microsoft has reached an agreement to buy Skype at $8.5 billion. It is the biggest M&A deal for Microsoft. The new of acquisition is beyond anticipation. Because many experts anticipated that Facebook or Google would acquire Skype.
As a one "C" of 4Cs (Communication, Contents, Community, Commerce), communication is traditionally an important business area in the internet world. But this area has been divided into two sectors, a mobile voice service and an internet messaging service. Recently these service areas are being integrated into the concept of mVoIP (Mobile Voice over Internet Protocol).
As smartphones are being rapidly distributed and Wi-Fi networks are being widely installed, communication has a chance to break through the chasm which has been restricted within an instant messaging service.
But will it be possible for Microsoft to get what it wants from this deal?
Synergy with a Messaging Service
Microsoft has various core components in the internet business. But apart from MSN, most of them are positioned as second behind Google or Facebook for the reason that it doesn't have a powerful search engine or a community service. But MSN has been threatened by free mobile messaging applications.
One of the most famous service, Cacao Talk, provides the mVoIP messaging service in Korea and Japan. It has gathered 10 million subsribers in 13 months in Korea alone. After the launch on March 2010, the number of subscribers has reached nearly 100 thousands a day.
Hereafter, Microsoft may try to create synergy from combination of VoIP and its messenger service.
Competitiveness of Windows Mobile
To strengthen the competiveness of OS, Microsoft needs a useful mVoIP such as Google Voice and Facetime. But this task is not completely inpossible. It is possible for Microsoft to obtain the function of mVoIP by allying with a strategic partner.