≡ Menu

Maribel Lopez on Vonage

From Good Morning Silicon Valley:

 "I’m having difficulty seeing another network operator buying Vonage," Maribel Lopez, an analyst with Forrester Research, told Barrons. "It’s easy to replicate. It’s not a service that has incredible barriers to entry. It’s risky to assume Vonage will go up against Comcast and Verizon and other low-priced providers like SunRocket and make a significant business out of it. At the end of the day, it’s an incredibly challenging business model."

Anybody can build a VoIP carrier these days, for a very very low investment.  Go get yourself a used gateway (search for Cisco AS5300 on Ebay), hook up with a managed services provider like Telic.net, and you’re in business.  Total cash outlay is probably under $20,000.

The real excitement around VoIP will be the new generation of services that will be enabled by such a low cost entry.  The innovation unleashed when PC’s hit the market was due to the fact that low cost platforms enabled anyone to write software.  We are on the verge of the same phenomenon with voice.  Welcome to the world of Voice 2.0!

{ 2 comments… add one }

  • Alec November 6, 2005, 7:41 am

    Absolutely right, Aswath. The Telic model is to buy a gateway, and sell access. They then route traffic to other end points. It's almost like buying a franchise for your particular area. You literally can get into the business for the price of one low cost gateway, and terminate your traffic elsewhere.

  • Aswath November 6, 2005, 11:26 am

    Actually deploying physical gateways is not low cost. By necessity, one has to deploy in all the points of contact with PSTN. But I suppose one can resell others PSTN interconnection service – Skype being the prime example.

    I have been waiting for the long promised, next generation of services. Even the darling Skype has not delivered on this that can not be done with TAPI and modem enabled computer.

Leave a Comment