I just noticed a disturbing little graph on Om's site. Apparently the cable companies have 52% of the VoIP market right now.
The cable VoIP growth is going to be good news for folks like Motorola (GI group) which has been doing a lot of work on VoIP quietly. Motorola has shipped over 2 million voice-enabled cable modems to date, according to company sources. I think it is time to focus away from RAZR and instead zero in on the broadband division.
You know, I knew it was high, but I never realized it was that large of a percentage. It makes sense though. If you have a cable modem, and your phone company offers a bundled service, it is a convenience to be able to get one bill and no setup hassle.
However, consumers WILL regret this dependence on one medium, eventually.
Can you say Southern Bell, all over again?
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