Thursday, November 30, 2006

Cable VoIP to Dominate

Assuming this forecast is correct, we can also assume that cable companies will have something like 25 million VoIP accounts. And since cablers sell POTS replacement service, we can assume that nearly all those 25 million accounts will come at the expense of telcos. You might be thinking that is bad enough, representing something like 15 percent of existing POTS lines. But it might be worse. Assume that by 2010 there are just 70 million POTS lines in service. That would make cable company share about 36 percent of lines. Of course, by that point, "lines" won't be needed to provide "voice," at least not dedicated, application-specific lines.

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