Sunday, October 02, 2005

Google's WiFi Plans

Yahoo is becoming a media company ('exclusive' news webcasts etc),
Google is becoming an ISP (answering San Francisco's RFP for WiFi
access) and eBay may become a telco. The web companies are taking a much
more prudent approach now compared to 1999. eBay's bet is the riskiest,
since they have taken a big bang approach through Skype. But even there,
they are holding back on additional $1.5B (over the $2.6B) until Skype
achieves a certain level of market penetration.

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