Yankee Group - Fighting Goliath: Can Alternative VoIP Providers Survive?
Tom Keating has a post about the Yankee Group's report that spells trouble for the single play VOIP companies. I'm in the same court as Tom as I have serious concerns about companies that are only one hit wonders. But for different reasons. The VoIP companies that move beyond consumer telephone services and can deliver small business and grow to support the enterprise will be the winners.
That means AT&T and likely one or two others. Vonage is set to announce a SOHO product, likely a hosted IP-PBX type of offering. AT&T already has rolled it out without the fanfare.