Level3 is going residential. Later this month they will begin selling their high end network via ISP and Cable operators.
It appears that their goal is to turn ISP and cable companies into resellers or private label the phone service and use the Level 3 network and infrastructure. There is no question they have the fibre and the Jaguar softswitch. They also likely have the ability to easily convert h.323 to SIP as well as PSTN. The big thing is how far they will go with MEGACO, which was created to work with cable.
Level 3 is not a competitor to direct providers of residential voice services like Packet 8. Level 3 is a wholesaler of these services, and promotes themselves as a neutral party.
Posted by: rob | March 31, 2004 at 04:54 AM
What I would like to know is why a company like 8x8 (Packet8) is not gaining any inroads into the MSO channels like Vonage. Packet8 runs their services off of the Level3 network, and now Level3 is a competitor?
Vonage clearly has a more seasoned management team from my perspective, as a shareholder of EGHT stock I have to wonder if PhDs really should be running companies.
Posted by: Craig Poschmann | March 16, 2004 at 02:38 PM