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July 25, 2004
Rise of the Broadband Parasites: Part II
About fourteen months ago I first spoke about the Rise of the Broadband Parasites at a Goldman Sachs event and I blogged it about a year ago. I stand by my observations regarding Broadband Parasites.
Following my prediction, in the past year, a few incumbent service providers decided to roll out VoIP services, and join my growing list of international Broadband Parasites. The most recent incumbent to join this list was Verizon. Twelve months from now I expect this list to include significantly more service providers.
As the Broadband Parasite population grows and as technologies such as ENUM are used in production environments, the amount of traffic that service providers pass to the PSTN for termination and delivery will be reduced. Instead such traffic will contribute to an increasing amount of end-to-end IP traffic and over the next 18-36 months, chances are that we may experience a cross-over point where the effects of the IP Communications revolution will be felt.
Hopefully IP Communications will be able to continue to grow in an unfettered manner with respect to worldwide regulation during this time.
Posted by jeff on July 25, 2004 12:28 AM | Permalink
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