Business Strategies

Backgrounder: A major development starting in 2004 has been the introduction of mass-market VoIP services over broadband Internet access services, in which subscribers make and receive calls as they would over the PSTN. This requires an analog telephone adapter (ATA) to connect a telephone to the broadband Internet connection.  more...

Preserving "Rational Competition"?

May 12, 2006

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By Alec Saunders Posted 12:33 PM PDT / Comments: 0 / Views: 1757

How to Increase Broadband Competition

May 09, 2006

Susan Crawford, seeking to learn from Korea and Japan, identifies three routes towards broadband competition... Facilities based competition: Still waiting for that mythical third wire, or perhaps some unused, unlicensed TV spectrum, but not holding my breath. (Broadband over powerline? It is such an encumbered technology that it is its own barrier to entry.) Wholesale access: Been there, tried that, but the Bells wouldn't unbundled elements... ›››

By David Isenberg Posted 8:41 AM PDT / Comments: 0 / Views: 1753

Verizon's Price Cut: Raising the Stakes for Vonage

May 06, 2006

Verizon's price cut for VoIP can't be anything but bad news for Vonage, and you knew it was just a matter of time until the RBOCs -- well, all two of them at this point -- played the price card to put tacks on the road as Vonage speeds along towards its IPO. In all fairness, Vonage started this game back in 2004 when the threat of them being the RBOC-killer was more perceived than real. However, they succeeded in baiting AT&T into a costly price war that slowed up their CallVantage roll out... ›››

By Jon Arnold Posted 4:56 PM PDT / Comments: 0 / Views: 2076

A Very Shallow Gene Pool

Mar 09, 2006

The recent announcement that (new) AT&T will merge with (medium new) BellSouth doesn't change the current policy landscape very much. The dinosaurs are huddling ever-closer in the snow, hoping to survive whatever changes are ahead. It's a smart move on AT&T's part. Sheer numbers (70 million phone customers, 22 states, $130 billion in sales) may speak to AT&T's investors in a way that their business plans may not. ›››

By Susan Crawford Posted 3:48 PM PDT / Comments: 0 / Views: 870

My "Industry Perspective" at Spring VON Next Week

Mar 08, 2006

Next week, I'll be at ›››

By Brough Turner Posted 2:14 PM PDT / Comments: 0 / Views: 920


Vonage Canada Challenges Dual-Tiered Internet

by Jon Arnold | posted Mar 07, 2006 at 2:03 pm PDT

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This morning Vonage Canada filed a request with the CRTC to challenge Shaw Cable's $10 "quality of service enhancement fee" for subscribers wishing to sign up for competing VoIP services over their cable lines. Folks, this is a real-life case showdown about net neutrality, and it's the first direct challenge I've seen. The issue is not as heated here in Canada, but the scenerio is no different. Now, the CRTC is being put on the spot to respond in the absence of any U.S. precedents. The FCC has conducted hearings on this bedrock issue, but decisions have not yet been rendered. ›››

Is Comcast Impairing Vonage?

by David Isenberg | posted Mar 06, 2006 at 2:25 pm PDT

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On the one hand, the big telcos are chanting the mantram, "We shall not block, impair or degrade any content, service or application." On the other hand, they're saying, "There's no problem. We don't need a law until there's a problem." Well, now. Mitch Shapiro over at IP & Democracy, points to Russell Shaw's post that says: "I have been noticing a growing number of posts in which many Vonage users and Vonage Forum Members have been complaining about the quality of Vonage calls over Comcast broadband connections..." ›››

Old New Telco Thinking

by Kevin Werbach | posted Mar 06, 2006 at 9:17 am PDT

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Ahh, so the telecom incumbents have come up with a "new" idea for the Internet -- ›››

Can Vonage Make a $Billion in Revenue?

by Alec Saunders | posted Feb 20, 2006 at 10:25 am PDT

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Jon Arnold's been digging through some ›››

VoIP's Threadbare New Clothes

by James Enck | posted Feb 18, 2006 at 1:30 pm PDT

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Om has burnt the midnight oil analyzing Vonage's S-1 filing, coming to the conclusion that, while churn may not be as ugly as people thought, it's still cause for concern, and apparently intensifying. His point at the end about definitions is particularly good, as excluding cancellations in the first 30-days is undoubtedly flattering to the numbers. The net present value of Vonage's lifetime customer revenues is an issue which VoIP-watchers have long speculated about with trepidation -- what if marketing spending, churn, and price competition combined to form a toxic soup which fatally poisoned the economic proposition for access-independent VoIP? ›››

Disappearing Telephony

by Martin Geddes | posted Feb 02, 2006 at 2:56 pm PDT

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I'm just stepping back a minute to think about what Emerging Telephony actually is. You might have seen my ›››