Monday, September 26, 2005

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.