September 29, 2006
Odds On Vonage
VoIP News has a well-thought out post about Vonage, complete with financials, estimates, and most interestingly the odds on several scenarios occuring. These scenarios are pretty much in line with what I've been saying about Vonage's future paths. Vonage is one of the first (if not the first) VoIP provider to go public, and that automatically raises their profile.
That means they are a threat to traditional telcos from the telcos' perspective for many reasons. And for those countries that regularly wiretap phone calls, VoIP is also a threat to intelligence and law enforcement agencies. CALEA in the US stipulates that regular telecommunications has to have a backdoor for recording calls, even though experts question whether CALEA can be implemented for VoIP.
So the question is why aren't other companies going through the same sort of thing, if VoIP is such a threat? Well, just my opinion, but besides Vonage being one of few publicly-traded VoIP providers (not hardware manufacturers), I think it would be kind of obvious if every VoIP provider was having problems. If there is in fact intentional financial and technical sabotage, it has to be subtle and not widespread..
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