Funny this post came up yesterday. I was having a discussion yesterday with a veteran dot.com executive about where the winners will be. I said cable and a few of the incumbents would be the winners in VoIP. Seems others are sensing the same thing.
Sure companies like AOL and YAHOO will make a stand, gain some customers and have business, but at the end of the day, it will be the MSO's and the SBC/ATT, VERIZON types in the USA who win.
Globally, I think the newly forged cable guys who have triple play on the brain will also win.