"Calling services have experienced a rebirth of cool since the beginning of VoIP a few years ago, . . . which makes for an exciting time for Skype, but also a clear pressure to generate an exit with competition heating up," Bernström writes.
"Whether an IPO or strategic sale is the final goal, [stakeholders] Silverlake, Andreessen Horowitz, eBay and the original founders are looking for an exit, and releasing the right numbers at the right time is the way to play Wall Streets expectations game," he writes.
Click the link below to read Bernström's full analysis:
Skype Rival Says Skype Should Have An Easy Time Blowing Out Its Numbers