GigaOM

I would be surprised if Comcast can’t beat TWC’s take rate. They’ve put this off a long time and selling “new technology” is Comcast’s strong suite. I predict 2M customers by EOY06.

TWC is the third network with a million US VOIPers. Skype anyone?

skype, network, retail, monthly payments…. apples and oranges…

I have had a less than stellar experience with Vonage. I will probably bail out of Vonage after Comacast rolls out their packaged Internet service/VOIP service. Do you think Vonage is an attractive acquisition target for Comcast?

Vonage as acquistion target by comcast?

No way Jose.

Vonage as acquistion target by anyone???

Haaa Haa haa ahaa

skype, network, retail, monthly payments…. apples and oranges…

Don’t say you can’t compare the two because one costs money and the other doesn’t. Both are VoIP. Both are addressing the customer’s need to make phone calls. The fact that one is free is the whole point: it is really difficult to compete with free. Skype grew by 22 Million subscribers during the last four months of 2005. That equates to about 800,000+ paying customers in four months.

For more analysis:

http://www.voipwiki.com/blog/

[...] Time Warner’s VoIP service, simply called added another 246,000 subscribers in the quarter, 880,000 in the full year and now has a total of 1.1 million VoIP subscribers, representing 7% of eligible homes passed. And from the look of it, the VoIP business is accelerating. I am looking forward to Comcast, Cox and Cablevision data to get a sense of how much portion of the VoIP business they picked up so far. [...]