Techdirt wrote this morning that the VoIP space is getting more crowded with Internet era bubble models. This was in response to an AP story about Jajah and Lycos titled New Ways to Call Over the Internet Debut. Meanwhile, on Friday TechWeb News published Gartner Sees Rocky Road Ahead For Telecoms. Elroy Jopling, the Gartner analyst quoted says:
Similar to the disruption music download sites, such as Napster, initially brought on the music industry, the telecommunication carriers, especially those in the "voice telephony market, will suffer the biggest shock," said Elroy Jopling, research director at Gartner.
All three of these pieces point to the same theme: the old telecoms are dying. Businesses may emerge from those ashes, branded the same way, but they won’t be the businesses we know today. The networks are becoming less and less of a barrier to applications. Models built on network scarcity are doomed. It’s the emergence of the Voice 2.0 model. During the transition period, we’re going to see lots of whacky business models.
I’ll be speaking on some of these themes at VON Canada next week. Monday at 10:45 I’ll be delivering an industry perspective speech, focused on Voice 2.0.
And in the meantime, as Andy Abramson says:
The key is for the goliaths to start to work like the new upstarts and move faster than battleships, while still covering the same ground.