Earthink--Possibly The Ultimate MVNO

Long thought of as just a dial up player with borrowed infrastructure, the boys from Atlanta last year quietly launched a VoIP service called Unlimited Voice.

Like so much of Earthlinks product portfolio the service comes from other companies, with this service coming reportedly from Vonage. When you add in that Eartlink private labels wireless service from both Sprint and Verizon and is reportedly in talks to offer a GSM flavor you have to see that Voice is a big part of their model which is geared to being the supplier of voice and data on one bill.

If you also look at the triangle between Sprint, Earthlink and Boingo one sees additional connections possible.

I think it's important to keep an eye on Earthlink in the VoIP space. They have the individual parts, the only question is can they bring them all together. I think they can.