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KAIFS
V I P
Premium,MVM
join:2001-01-11
CHEEEESE WI

they will fold

they will fold just like most CLECs did. Not to mention, VoIP will become regulated, in my opinion, and that will kill most shady companies right at the root.
--
Bush told us he would create jobs - he just didn't tell us they would be in China, India and the Philippines.


DaSneaky1D
one wall to block them all
Premium,MVM
join:2001-03-29
The Lou
Reviews:
·Charter

2 edits

Unfortunately, I have to agree with you. Likely, there will be a "Covad" affect once the telco get into the ring.

After all the small outfits are killed off, a bigger name like Vonage will be subsidized by a telco just to say, "Hey, there is competition."
--
] :: my trivial ramblings :: [


DonLibes
Premium,ExMod 2001
join:2003-01-19

reply to KAIFS
My prediction: I doubt the FCC will take any active regulation unless serious problems appear (and they haven't so far). The ILECs and Cable companies will not be competitive. There will be mergers though and 400 will shrink to dozens or less. Anything below that and there will be opportunities for new players to compete on price.



J D McDorce
Premium
join:2001-12-29
Westland, MI

I would expect the next move to be in the Courts, given the ambiguity of the Communications Act and the desire of a number of States to thwart the potential loss of revenue resultant from a user shift from POTS to VoIP.


MustardMan

join:2003-05-22
Sealand

reply to DonLibes

said by DonLibes:

My prediction: I doubt the FCC will take any active regulation unless serious problems appear (and they haven't so far). The ILECs and Cable companies will not be competitive. There will be mergers though and 400 will shrink to dozens or less. Anything below that and there will be opportunities for new players to compete on price.
I disagree,

I believe the bigger cable companies will thrive. They have the pipe that is capable of providing VoIP, Video, and Internet right now. The phone companies have to invest a LOT of money to make VDSL work and IMHO I don't think it ever will fly.

A lot of the smaller players will disappear but ultimately we will have more competition which is always good.


calvoiper

join:2003-03-31
Belvedere Tiburon, CA

reply to J D McDorce
The practical problem of actually reaching these providers may preclude serious regulation--if the regulation is too heavy or too taxing, they'll just move offshore.

Any offshore VoIP provider can connect users in Pulver fashion almost without effort, and connections to the PSTN can be bought. While PSTN connection may be a bottleneck or choke point that regulators may try to control, it won't be easy.

Realistically, state regulators and taxing authorities looking at VoIP are about like the Chinese thought police looking at the Internet. They may say and think that they can control it, but they are fooling only themselves.

calvoiper
--
VoIP--the death knell of remaining voice monopolies!



GO BLUE1
Greed Is Good
Premium
join:2004-03-08
IN YOUR MIND

reply to KAIFS
it will be like the highlander series..."IN THE END THERE CAN BE ONLY ONE"....LOL
--
WOLVERINE


MustardMan

join:2003-05-22
Sealand

said by GO BLUE1:

it will be like the highlander series..."IN THE END THERE CAN BE ONLY ONE"....LOL
This statement should go right up there with that famous IBM CEO quote back in the 50's or 60's. "I think there is a worldwide market for maybe 12 computers", or something like that. LOL!

Just like the Airline industry or anything else, there will be expansion, contraction, consolidation etc. but ultimately, over the long term, competition will grow.

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