2010/07/01

iPhone 4's secret play... VOIP expansion!

Anyone else bemused why, after years of kvetching, none of the South African ISPs have been able to take advantage of the deregulated VOIP industry. Seems like there are really only two one or two significant players, and that VOIP is being used for internal routing and as part of a least cost routing solution, not for pure play voice.

But I am still warming to my theme...

Long shot, but noteworthy: I believe Apple's real mission is to stop playing revenue sharing games with the mobile network operators and is planning to eventually secure a much bigger slice of the pie by improving it's IP (video) telephony app which debuted on the iPhone4. If every iPhone owner used the video calling app for one or two calls a day, that would be a massive wakeup call for the industry, methinks. I'm betting that Jobs actually believes his product can have a disruptive effect on the telecomms industry. Of course, he is wrong about one or two things, like the actual adoption of his platform. Reality check: for all those impressive sounding iPhone sales figures he still only has, like, one percent of the phone market, and even less than that in the all-important emerging markets.

Still, watch iPhone to break open the consumer-level VOIP market. Yay!

AFAIK u heard it first on BlodotSpix. Pity I can't be bothered to SEO this blog, so no-one will ever know... ;->

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