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August 31, 2004
Level (3) Communications: The VoIP Enzyme
I've been a fan of Jim Crowe since I first met him back in 1999. I enjoyed listening to him talk when I saw him last week at the Aspen Summit and spoke to him for a few seconds after his talk.
During the summer of 2003 I first wrote about the Rise of the Broadband Parasites.
In the world of Broadband Parasites there are also Broadband Enzymes.
In the evolving biology of VoIP, Level 3 is an Enzyme.
In Biology Enzymes are catalysts, as is Level 3. Most are Enzymes are proteins. Given the choice of the other food groups, I'm sure Level 3 would consider themselves a protein too. :-)
"Enzymes bind temporarily to one or more of the reactants of the reaction they catalyze. In doing so, they lower the amount of activation energy needed and thus speed up the reaction. ." Looking at Level 3's recent announcement to help Charter provide VoIP services, Level 3 is playing the role of the catalyst. This is the same company also helping AOL with their VoIP offerings and others too.
Throw in Level 3's recent announcement of their relationship with Skype, coupled with some of other announced relationships and there seems to be no bounds in as far as the potential reach of what kind of catalyst this VoIP Enzyme may touch.
While there are other companies who wish they could play the role of the VoIP Enzyme, Level 3 does this role quite well...and we are only at the beginning of the IP communications revolution.
I look forward to watching the rest of the Level 3 strategy unfold.
Posted by jeff on August 31, 2004 06:48 AM | Permalink
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Comments
Thanks for the kind words concerning Level3...........now, could ya help our stock price some????????? With AOL voip, CHARTER voip, the FED GOVT contract wins with Level3, I find it hard to beleive Level3 share price of 2.62!
skibare
Posted by: skibare at August 31, 2004 09:02 AM