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Friday, February 18, 2005
(Via Telecom Asia) The emergence of VoIP apps like Skype isn’t just bothering fixed-line telcos – the prospect of VoIP over wireless LANs is making cellcos nervous too. Some see it as a threat, some as an opportunity, but many see it as inevitable and something that can’t be ignored. "VoIP is a huge threat, but it’s one that’s coming from outside of the constraints of the mobile environment," said Mike Mulica, president and CEO of BridgePort Networks. "Skype and these converged voice/data models are providing a low-cost alternative to voice substitution for in-building minutes of use that allows you to go to a low-cost model."Swisscom Mobile CEO Carsten Schloter, however, was more upbeat, seeing VoIP as an opportunity for the mobile sector as well as the customer. "The ability to integrate these services, fixed, wireless, broadband, home networks over WLAN, that’s an opportunity for the customer. It’s a fact that IP will open the value chain and the margins will come down. Ignore it, and you will move behind the market."
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