Jeff Pulver is so right when he talks about Level3 being an Enzyme that will bind together VoIP in his blog today.
I just finsihed an interview with The Boulder Daily Camera's Matthew Branaugh (I used to live in Boulder back in 1988) about the rise of VoIP in the USA. In my interview I said that when you break things down Level3 and AT&T are going to be the big players in VoIP. You have to bet on horese to win. Level3 and AT&T are mine. Why? It's the network. Both AT&T are in the game of supplying the guns and bullets. The differentiator is that AT&T has a branded product for consumers, while Level3's 3Tone product is geared for resellers.
Level3 is working with cable companies, like Charter. Skype. AOL and others.
Based on the interview Dave Dorman gave on ZDNet and the News.com/Cnet story it appears that AT&T is moving along the same path as Level3 when it comes to a reseller strategy. Smart. They leverage their most important assets. Network. Network management.
Keep both companies on your radar !