clecrupt9
join:2002-01-22
GA
| reply to p2pvoice
Re: 15MM dollars for 60k customers?
I agree. Often the view from the top floor is different than the the street level. Sometimes its also easier to buy a competitor than it is to compete against that competitor.
I still see Bell/cable coming out as a winner in part because of the ability to replicate this service, they own most of the high speed internet lines that these services run on, and because the service is not radical enough to separate itself from the Telco's. That is that if and when a Bell seriously markets its broadband phone service, Vonage could be seen as the lesser known and potential less stable company.
We talked about the first one and how in 6 or so months you can roll this out. The second point could prove crucial and were seeing that owning "network" is a huge advantage when selling internet based services. Look at how many people use their cable/rboc ISP for email, web portal, and other web services. It is a natural fit for an ISP to market this directly to is existing user base.
Not radical enough means that for all purposes, this is still a "landline". Sure people can take it with them and they can do some things not available, like select out of area codes and have real time CDR(call detail recording i.e. call logs) but most people don't move the ATA all that much. And you still have 911 issues and ISP stability problems that will prevent millions from using. The key for this will be some kind of killer app that moves this services out of "landline" status. 802.11 and IP centrex with email and such will help.
In the business world now more than ever people really don't want to leave the RBOC for local service because of the risks that service will be poor, or company will go under. While residential isnt quite as bad, and often price rules the day, broadband phone providers could have a tough time competing with AT&T's, Bellsouth's, and Comcast's IMO should they enter this same space and AT&T already has.
P8 developed its own hardware such as the DTA which is similar to the ATA. As I understand it they also developed their own softswitch and they make microelectronic components. In theory they should have some leverage provided that this hardware will allow them to offer services no other can.
[text was edited by author 2003-11-02 10:25:47] |
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usa2k
Please PRAY for Rebekah
Premium,MVM
join:2003-01-26
Canton, MI
clubs:
 ·VOIPo
 ·WOW Internet and C..
·Broadvox Direct
| Wouldn't it be an interesting model for SBC to market a choice of PSTN/DSL or VoIP/DSL as an alternative? With the savings like Cable TV/HSI and not requiring a dial tone line, who knows where that would go too?
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Jim -- Voip on FWD & Vonage |
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clecrupt9
join:2002-01-22
GA
| Yep, and we might see that offered. Right now though, the Bells seem very scared to offer anything other than POTS with DSL. They loose hundred's of thousands of landlines per month because of cell phones already.
AT&T has all the pieces needed and probably would offer a DSL/CDS combo. But Cable still has the upper hand when they bundle TV and especially video on demand with phone and internet for like 80-100 bucks.
I have no idea how the Bells will compete if the Cable companies do this the right way. Now you have the real main argument against cable being network stability. We know that networks and computers do get better with time, so its only around the corner that there may be no difference whatsoever in going DSL vs Cable except price. And the Cable company looks to kill with possible pricing. AT&T (and the Bells) need some kind of video offering yesterday. |
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