I point to Microsoft's relationship with Nokia.
I believe the smartphone is the biggest hope for Skype to grow their revenue.
Partnerships with network carriers like MTN would lead to greater use of data through VoIP, and with the large number of phones that Nokia expects to sell in what seems like a revival of its marketing and cutting edge device production (E6, E7, E8 etc more to come in the near future), it is easy to visualise Nokia and Microsoft embedding Skype with their smartphones, even allowing other device users to upgrade their software (Symbian S60 etc) so that they too would have Skype embedded and easy to use for VoIP telephony.
Microsoft will merge these technology somehow and this is how I see them doing it. Buying Skype gives Microsoft greater bargaining power with networks to allow it to do exactly what it needs to do with the technology available.
This where I see it going.
I was about to post something similar. This had to be part of Microsoft's thinking when footing the giant bill for Skype.