Monday, October 10, 2005

Werblog: First eBay, now Yahoo!

Werblog: First eBay, now Yahoo!

Yahoo is beefing up its VoIP staff. Having bought Dialpad maybe 4 months ago, Yahoo is set to compete with AOL, MSFT, Google and others.

Folks, if you have been paying attention, you know that free computer to computer phone calls are going to take the phone business by storm. As more and more people carry portable wireless computers, the value of free internet phone calls will grow quickly.

We are moving into the growth phase of these businesses. Companies will spend billions on equipment to build out networks and consumers are going to spend billions on hand held wireless computers. Companies like Qualcom, Motorola, Texas Instruments, Juniper, Nokia,AMD, INTC, and many more should benefit. Buy the i-shares to cover all the bases.

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