Cable/DSL Projections & VoIP
"Business Week", October 18, had a cover
story on the "Telecom War" and had some good background
info on telephone, broadband etc. "wars". Good background
reading for those interested in this space, which I
assume is everyone here.
They has some projections for broadband (number of
households using - they say the numbers are in thousands
but I think that was a typo - these look correct to
me, see table on page 194):
(Cable Modems)
1999: 558,446
2000: 1,617,611
2001: 3,158,383
2002: 5,392,356
2003: 8,319,799
96% annual growth
(DSL)
1999: 122,399
2000: 782,715
2001: 1,713,021
2002: 3,177,638
2003: 5,051,307
153% annual growth
Interesting that cable has the lead, but DSL
the higher growth rate. Lots of companies will
be setting up workers to "telecommute", one of
the drivers of growth. That, and those sick of
56K modems.
Companies that provide VoIP infrastructure components
will make lots of revenue as the infrastructure
buildout occurs for cable/DSL VoIP (Clarent,
AudioCodes, VocalTec etc.). Also, there is money
to be made for those that do the customer and
business premise gateways that connect for VoIP.
8x8 (EGHT) has a product called "Symphony" which
is a reference gateway that is going to be sold
by AG Communications, a Lucent subsidiary, as
a business premises gateway. 8x8 is also trialing
their products with other un-named VoIP companies
and the expectation is that they will be also doing
add-on cards (or sell components of the add-on cards)
for VoIP additions to cable modems and DSL modems.
AudioCodes also sells chips in this space, but
I haven't seen any explicit deals for VoIP at
home/customer premise. Does anyone know if
AudioCodes is persuing this area? |
