Om Malik on H.J. Heinz and VoIP. This, of course, is the big fear of incumbent telcos everywhere. I had the opportunity to speak with COO of one of the big guys about a year ago. He told me that what kept him awake at night was the thought that his customers would install IP PBXs, and reduce him to a bit-pipe provider.
I recommend everyone go re-read David Isenberg’s "Rise of the Stupid Network".