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April 12, 2006
the age of VON? Not so fast
As we get near to the IPO of Vonage, a question that needs to be asked is what is the competitive concerns of having a service that forces the ILEC or Cable company to just be an ISP.
I believe that the Internet inherently wins, so that makes Vonage a good choice. However, the customers are reluctant to see phone service as anything other than what already exists. This makes the issue not net neutrality but communication bias.
So ask your friends who are not phone folks if they use VoIP? The answer probably is "No". So when the answer starts to become "Yes" Vonage will have to morph like every other "Phone" company. Unlike most however the first question wont be, what do i do with this network?
Posted by carl at April 12, 2006 10:57 PM