I keep seeing the XTEN folks as true market leaders. when it comes to SIP I also see their evolving strategy of a SoftVideo client as the way to go, and the death sentence for Packet 8. Why? Ubiquity. Currently Packet 8 lacks the ability for someone without their videophone to video with those that don’t.
A softVideo client does just that. Just like audio input and output devices keep improving, better grade camera’s will be around sooner than you think, and like my Sony Vaio Picture book, around to do more than just for show.
Now for a wild suggestion. Cisco already has Linksys and now Dynamicsoft. If they buy up XTEN they could be in for a very interesting play….pure speculation on my part, but that would clearly give video a huge step forward.