With all deference to SkiBare at VoIPNuke who has been pounding on me for months about how much the ramp of Cable VoIP will be soon, Om has taken his laser like mind and explained how cable VoIP is growing. This is excellent news for Level3 and Sprint, as both supply a ton of network capacity, so too does AT&T, to the MSO's in the USA.
Om correctly points out that this type of growth will throw more challenges in front of Vonage and other standalone VoIP players. What is also clear is that the cable guys have more users of VoIP. Recently I suggested the need for a cable day at key conferences to one of the more respected executives in the conference industry. No one has really taken a look at what cable is doing with VoIP, instead lumping it in to the idea of triple play and soon foreplay.
With this kind of growth it would also seem that the cable MSO's are taking the lessons learned from Level 3's Cynthia Carpenter's Consumer VoIP Study, which remains the gold standard for that type of needed info for all their customers.