Thursday, September 28, 2006

Minute stealers 1.0

Jajah and Rebtel are two interesting VoIP applications that allow you to call low-cost from any telephone device to any other telephone device.
The good thing is that you don't need to install any software on the PC, to configure the audio devices, to overcome the VoIP quality issues we are facing these days.

The bad thing is that they are now playing the low-cost business proposition. That's not going to work. Luca expressed his thoughts and doubts about this matter, somehow confirming my point of view and broadening the vision, and Om Malik starts a poll on the willingness of adoption of the two services.

He also calls for comments about the impact on national telcos...
My opinion is that Telecom Italia is the big incumbent, since it owns and manages the twisted pairs (Italian wiring coverage is highly valuable and guarantees an huge competitive advantage), with a wireline market share that is over 80%, a 40% market share on mobile (as TIM), a 100% market share on unbundling local loop markets.
Unless the recent news of splitting and tapping change the scenario, Telecom Italia is going to kill -9 any minute stealer with a flip of a finger.
This is the same for mobile market: any "alternative" competitor willing to challenge Tim, Vodafone, H3G and Wind is advised to be well prepared for war.

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