Barrons has a story about how Comcast is poised to pass Vonage as the USA's number one VoIP provider. What's more interesting is how the story clearly points out how the cable guys are winning the battle over both the startups and the telcos.
This is not a surprise to those of us in the blogosphere who have regularly commented about that type of growth and direction. VoIP is becoming mainstream and the MSO's are the guys who are taking it there.
What's interesting is the recognition though is this comment:
"...that a shift in the player at the top of the pile to Comcast from Vonage “represents an evolution from the hobbyist and technophile psychographic who may have embraced VoIP in 2003 to the mainstream appeal the product is achieving now.”
For the surviving VoIP plays out there that remain innovative such as PhoneGnome, Broadvoice, Skype, Truphone, GizmoProject etc. that are still operating there play is not going to be vs. the MSO's but in some way complimentary to them by providing services, features and applications that allow them to be differentiated, not viewed as a pure PSTN replacement, the way Vonage is.