Here is Stuart talking about Skype Voice mail
It is his comment at the end of his post that really caught my eye.
the VM product intrigues me. I think it is probably a must have. As a service it is clearly chargeable. So lets make some quick notes on marketing impact.
Price? Say 10 Euros per year. Current user base (I hesitate to use the current 17m as I have at least 10 profile names myself) Still we are seeing downloads at 80000 per day. That's up to 2 million new users per month. By the end of 2005 30 to 50 million Skypers easy.
So what's the deal here. You give it to everyone free for three months. You get a 20-30% "desired" must have conversion rate. On 40 million Skypers that 10 million who must have VM. You offer them the deal of three years VM for Euros 20. A thirty percent discount. You raise $200 million just like that.
Just makes me think about Skype with half a billion dollars in the bank! As a competitor what would you do? How far away is that day?