Advanced IP Pipeline has a few stories that when I link the theme together I get the fact that companies going after the Small to Medium Business Market like Vonage has already indicated, may have a leg up on the Big Enterprise plays. Maybe that’s why Level3 is going the wholesale route and not looking at big business that closely right now, letting that go to the already entrenched companies like MCI and AT&T. This is good news for Call Tower, XO, Speakeasy and if they can get their technology act down with VoIP, for Covad also.
When you look at consumer VoIP intenders, that translates to SOHO, part of the small-medium business segment which AT&T, Packet8 and others are going after as well.