Russell Shaw has a take on the VoIP/Cellular market cannibalization.
I've always felt that the wirless carriers are ideal players to enter the VoIP game. I continue to think that users, especially consumers want more services from less suppliers.
If the cable companies ever lived through the Sprint PCS deal, which they didn't, they would have been offering four play today. Unfortunately instead of hanging in, they sold off too early.
Sprint which has always been one of the most visionary of carriers in the technology department consistently fails to execute on that vision. The result, great ideas, that others make money off of in small ways. If Sprint would have executed on data when they first announced it and put the Internet on phones, the crossing over to VOIP would have been accelerated by almost ten years. Remember, VoIP is not new. It's only current now because the broadband growth in the USA and around the world has occurred.
In the enterprise, VoIP is not new. It's been there for years. The cannibalization of the retail voice market will occur, but it won't be VoIP or Cellular that does it. New and emerging platforms that cross those two will be the real winners.