voice

SightSpeed Adds Phone

May 24, 2006

There’s an interesting game of cat and mouse going on.  SightSpeed, the best provider of consumer video calling, is adding PSTN voice in the new release they’re shipping today.  Skype added Video, Sightspeed adds voice.  Hmm… The new release is about three things: Voice: including PC to PC voice only calls (for the times you [...]

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Commoditization in the Cellular Market

April 27, 2006

IP Communications is a newsletter from investment firm New York Global Securities.  I don’t remember how I got on their mailing list, but recently the content has been outstanding.  Email research@nygsresearch.com to be added.  This week’s issue delves into commoditization of the cellular voice market.  Analyst Keith Dalrymple notes that ARPU (average revenue per user) [...]

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Unlimited Calling Plans to Die?

October 17, 2005

Andy thinks so.  Certainly there’s a compelling case for capping international minutes.  Domestically, calling minutes are cheap, and getting cheaper. There may be enough play in the models being used by "unlimited" carriers today that they can tolerate a few extreme cases.

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