VoIP Investments
Om comments here that (VoIP) Forecast Calls For Pain VoIP revenues per Frost & Sullivan are peaking at $4B by 2010.
I agree with the assessment that VoIP will continue to be a second line and not a primary replacement of the PSTN line unless bundled in some form of a triple play offering. The only fly in the ointment here is that Comcast (very visionary) has although rightly put this as a phone service (not a VoIP service), they continue to charge a price premium than a Vonage which does not make sense.
True value from triple plays is by offering new services - not just consolidated billing - to justify the price premium.
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2 hours ago
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