OK, got you - so SIP trunks for PBX's. I think it's a space that we'll see a lot move into (many already are now). Speak to Skype if you have an Asterisk PBX. SIP trunking is their current baby.
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| whether or not this ends in tears consumers will end up benefiting greatly. |
Agreed. The consumer will always win in the event of comoditisation of a product or service.
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| truphone tends to get enough publicity that this may sway the mobile operators to offer lower rates themselves. |
Not enough publicity to do that. Truphone and other nomadic WiFi based services are still, in the words of Jeff Pulver, "just noise". The encumbents still rule the roost at the moment and will do for some time. They're not threatened.
Skype perhaps has the authority position to be able to do some swaying, but it really does take 400m+ subscribers to achieve that in the absence of owning infastructure and spectrum.
My gut feeling is we will see the mobile operators moving over to data only plans to enable the types of services that you envisage, and enable those providers to build a real business out of it. And, as you say, whatever happens the consumer is in for a good ride in any event.