IBM/Yahoo/Google/AOL – will they start generating telco revenues?

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As these large IM providers finally get connected to one another (as announced by IBM/AOL/Yahoo/Google in January 2006 and Microsoft/Yahoo in October 2005), the natural next step would be to allow people to find and connect to other devices (e.g., mobile phones) via the IM interface.  Questions still arise regarding privacy. 

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