US News & World Report says that Vonage is adding 10,000 new customers every week, and has a total of 450,000 customers. I guess, the big question is how many of them actually bail from the service, and how they are sliced and diced – i.e. UK and Canada and USA share of the new subscribers.
Vonage/VoIP all remind me of TiVo.
That is to say, these are not true business’, but features masquarading as business’.
I think AOL could have a great offering, it not for its melding parent, and as soon as Virgin/ESPN, or their parent network Sextel get into action, Vonage becomes a footnote.
VoIP is perfect for Nextel/Sprint to hammer the RBOCs, but one has to wonder why they stall, all in the name of signing MSO wholesale VoIP business. Quite bizarre, where is the competitive spirit?