I have recently started studying, analyzing and comparing the business models of traditional telecommunication companies and Skype's Voice over IP (VoIP) services based on peer-to-peer (P2P) technology. The study gives interesting insights on the role of the business model concept to analyze different players in a specific industry. It also includes the concepts the concepts of disruptiveness proposed by Clayton Christensen and a method proposed by Farshad Raffi and Paul Kampas. I will make the results available in an article pubished in the coming months.
Interested people can contact me at Alex@BusinessModelDesign.com