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October 12, 2005

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Hi jeff,
You mention that AOL is the largest IM network. It's true but only in US. If you add MSN and Yahoo IM networks, at the worlwide level, according to Cnet news, Yahoo and MSN reach 275 M users vs 61 M AOL users.

Now, if we considere that VoIP will allows IM providers to generate revenue, I think that all competitors will open their network to other to generate more communications between users. Let's imagine traditional telcos without agreements between them ?
So, I think that this kind of agreement between Yahoo and MSN is major but only the first.

Regards
Thierry


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