A Jupiter Research report shows that the USA's cable companies are well poised to win the battle for VoIP customers in the consumer marketplace.
This bodes very well for Level3 who has been chipping away at the MSO's and landing them as customers.
It also likely means that the RBOC's will accelerate their efforts with FTTP and want to get into the business of content delivery. That means that there will be all kinds of consultants with contacts into Hollywood, New York and the sports/music worlds who will want to try and tell them what to do. The telcos would be wise to hire the right connected attorneys and agents in each sector to help make he deals so they actually get something that have a difference.
The problem is between the networks, studios and cable MSO's many of the best ones are already conflicted, but in the world the telcos are going to get into, the idea of conflict of interest is resolved as simply as moving the phone from one ear to another or switching lines on the handset.
The telcos are about to try and play in a world that will have them starry eyed and awestruck. I think the cable guys will clean up..