So Jajah is already worth 2.9 billion dollars

The Swiss investment company Qino Flagship has announced that they bought more than 1 million stocks of Jajah (2,81 per cent), thus holding now nearly 8 per cent (directly and indirectly) of the internet callback service company. That's the interesting news of today.

But what even more my interest was captured the background information: Jajah is already worth 2.9 billion dollars, calculated RRS Capital Strategies Services from Vienna yet in may after the investments by Deutsche Telekom and Intel. They deduct this virtual price from Jajah's user data and the conditions under which Skype had been sold to Ebay in 2005. Based on that Qino's first Jajah investment of 56.000 Euros is already worth more than 100 million Euros. I couldn't find much information on RRS since they don't even have a website, but just a phone number and an email address. But their numbers have been quoted on some trader websites.

Jajah plans to go public on Nasdaq next year, said founder Daniel Mattes in an interview. That's when Intel, Deutsche Telekom, Qino and others get their money back. The company is just a year old! Skype cost Ebay 4,1 billion dollars, but at least they had an own advanced technology. Jajah instead can be copied easily.

The 2.9 billion dollars rating is quite impressive for Jajah's rather simple internet callback service that you can also have in similar shape from companies like Nikotalk, Smart2Talk, Raketu, MINO, Webcalldirect (and all the other Betamax companies), Sitòfono - and probably soon from Yahoo. Sometimes even for free, like at Peterzahlt.de.

Or you can build your own Jajah at Voxalot.

T-Mobile UK vs. Truphone: Just the 1st of Hydra's heads

T-Mobile UK is blocking calls to mobile VoIP start-up Truphone. That's a serious issue which caused interesting discussions and points of view. As GigaOM puts it: "CellCarriers fear mobile VoIP planet". That's more or less how I see it as well.

After the fixed line carriers got shaken up by VoIP now it's the mobiles' turn. T-Mobile UK tries to defend its well established business. Maybe Truphone shouldn't have said that they now support VoIP over 3G. It's the old fear of the traditional mobile carriers and one of the main reasons why they kept the mobile data rates sky high in the last years: To loose their comfortable voice revenues.

Rebtel's CEO Hjalmar Windbladh explained to me not so long ago that mobile carries pay only 0.8 Cent to connect a call between Germany and China. But they charge 1 Euro or more from the customer, depending on his contract. These big margins would get lost with VoIP over 3G and maybe that's the reason why T-Mobile UK wants to dry out its competition before it gets too strong.

But this is like trying to cut all of Hydra's heads. It's not only Truphone which is offering VoIP over 3G and over Wifi. It's also Fring, Wifimobile, Mobiboo, Yeigo, aql and thousands of other companies worldwide. In fact every SIP based VoIP provider can do a quite similar job like Truphone. It makes no difference if you install your SIP login data into a mobile phone or an ATA or a soft phone.

I especially like it to have my fixed line home number ring on my mobile phone. For that I use Wifi or a call forward over GSM. Outgoing calls are nearly free or free via calltrough or Wifi.

Just like at Truphone.

I got quoted by GigaOM

One day after my blog post about the comeback of Easymobile the story got quoted at GigaOM. That was nice because it brought me some traffic on this website. Thank you, Om Malik!

easyMobile comes back with free mobile calls, says Stelios

Today I spoke in Berlin to serial entrepreneur Stelios Haji-Ioannou, founder of the airline easyJet and other successful low cost product ventures. It was during a press conference about the launch of easyHotel.com, which wants to open 10 budget hotels across Germany over the next four years. But much more interesting I found what we talked aside: His mobile virtual network operator (MVNO) easyMobile will come back and offer free cell phone calls, sponsored by advertising.

Until not long ago there already was another easyMobile, planned as pan European MVNO. The Danish operator TDC had licensed the brand from Stelios' easyGroup but things didn't turn out so well. TDC got bought and changed their business strategy which made Stelios retract the brandname. In just 48 hours the German branch changed its name into callmobile. „You always have to be cautious that the franchisees don't damage your established brand name“, Stelios said today.

Now he is planning to start a new MVNO under the name of easyMobile early next year. „The MVNOs brought the cell phone costs down but until now nobody offers completely free phone calls“, he said to me today. „People are used to pay for mobile communication and still cannot imagine that it could be free like televison.“ Therefore he is looking for the right partner to start a free phone calls MVNO, sponsored by advertising. A similar approach we already know from Blyk, a UK based start-up by the former president of Nokia Corporation, Pekka Ala-Pietilä, which is due to launch this summer.

Before every phone call Stelios wants to play an advertising message, which is not necessarily an easy business model, he admits. „To found a cheap MVNO is easy“, he says „but the trick is on the advertising side“. In his plans the advertising should be location based, at least on city level, and requires a lot of personalization. „A person that every thursday night orders at Pizza Hut could be played a Domino's advertising“, he jokes. But to use all the personal data that's necessary for such a service the new easyMobile needs ample permissions from its customers. „People are aware that they give away their data in exchange for free phone calls“, Stelios dismisses any doubts.

Actually he is looking for the right advertising partner to provide the necessary technology and data. He even asked me for a recommendation. When I mentioned Google/Doubleclick he said „yes, but Google today is very much into everything.“

So let's wait and see. After all I wouldn't even be surprised to realize that Blyk is in fact just a place holder for the new easyMobile. The two companies have not yet launched, they share the same business model, are located in the same city and want to start their businesses in the same market at nearly the same time.

Maybe they just are the same?