Today, the Wall Street Journal ran a Page 1 story on the overall state of VoIP. I was quoted briefly about the size of the market, while Jeff Pulver and Jeff Citron were featured more extensively, primarily talking about the challenges facing all VoIP providers in the face of steadily declining prices. Sure, the consumer wins, but one is still left with the big question about making profits.
Yesterday, WSJ also cited me briefly, again about the market outlook. This time it was in the context of the news of Vonage reportedly going IPO. This has not been substantiated, and I heard the same message myself in following up on this. Kind of ties in to today's WSJ piece, and it makes you wonder what the outlook is for all the "von-abees". No doubt, the low barriers to entry create a gold rush mentality, but this cannot last. The regulations are going to get tougher, not easier, and the window gets smaller by the day as the MSOs and RBOCs make their moves. On the other hand, all this competition - and choice - is great for consumers, and hopefully it will remain this way after the weak become separated from the strong.
Although I was too late to post about Google Talk, I was cited on both Wednesday and Thursday on this topic in Canada's largest daily, the Toronto Star.
Maybe I should move more often.....
I'd like to provide links to these articles, but you need to be a paid subscriber for the WSJ, and you need to register with the Star to access those articles. I can send soft copies if anyone wants to read them. Just drop me a line - email@example.com