 DonLibesPremium,ExMod 2001 join:2003-01-19 | reply to KAIFS
Re: they will fold 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. |
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 | 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. |
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 | 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. |
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 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! |
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