1. Ebay offloads Skype to Apple at a bargain price of $1 billion (plus a symbolic number of shares to somewhat obscure the terrible, terrible mistake they made in buying it for $2.6 billion).
2. Skype's app, fully integrated into the iPhone's core phoning functionality, becomes the central plank of June's spectacular 3G + apps launch.
3. No longer able to justify charging it's telco partners outrageous amounts for exclusivity (because Skype will destroy any juicy long-distance profits the they might have hoped for), Apple embraces the open market at no price increase.
4. Instead, they will make more money from a $22 per month Unlimited International calling + an All-You-Can-Eat iTunes music subscription, decimating AmazonMP3 and all the other music download stores, solidifying iTunes' dominance.
5. Apple gives no other VOIP apps licenses to appear on the iPhone. Apple becomes a major provider of phone and video calls, while the telcos become big dumb pipes, competing tooth and nail to sell simple bandwidth at commodity prices.
Think it won't happen? Just watch 😉
Donnacha