Both Om and the SV Sleuth highlight developments in the voice market. Whether it is Comcast offering voice to its cable subscribers, or BT and Yahoo trying to undercut Skpye, the conclusion is the same, voice is becoming free and is no longer a sustainable business model.
Voice is becoming just another service--and in many cases a loss-leader-- and is only of use for an SP (telco or cableco) or an ”over-the-top” service a la Skype to get in with the customer in order to sell other, value-added data and video services.
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