On the transition side, I'd be inclined to think that this space is already very crowded.The pure play Internet Telephony players (and the smaller VoIPs, alike) are being overshadowed in functionality by the more expensive verticals, such as your CSCO example, in good company with NT, LU and some other large integrateds.
On the pure Internet Telephony side, however, while it has yet to materialize at the consensus level with a model, I do think that eventually there is still room in that space for future less-expensive pure plays to emerge, at lower prices. Keep an eye on some of those which are still in development stage, or the private ones like Clarent (I think they are still private) to go public.
What I'm surmising here is that the device control crowd has already exerted a lot of pressure on the purist Internet Telephony would-be's, and the latter are yielding to those market pressures. In other words, many of the companies that would otherwise be pure Internet telephony plays are putting place holders in their plans right now, in order to do more of the same with VoIP where the money is hoped to be.
I think it will be this way for a while, until there is sufficient head room on the greater Internet to allow unobstructed UDP like there now exists on properly engineered LAN backbones, and until the IETF can resolve some not-so-trivial protocol and political issues.
Until then, I think that we will continue to see more private IP backbone nets supporting voice, using device controls, and continuing to emulate the PSTN in both functionality and look & feel.
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