Wednesday, January 25, 2006

Peers of a feather

As promised, the news from the Netherlands is that five of the six largest cable players (UPC, Casema, Essent, CaiW and Multikabel) have agreed to peer VoIP traffic between their subscribers (currently 450k), as I speculated here. This is a strong validation of voice peering as a commercial proposition, and for XConnect and Kayote in particular. It's early days and I don't want to get ahead of events, but I have to wonder how Liberty Global's other subsidiary operations (i.e., dominant cable players in France, Austria, Switzerland, Hungary, Czech Republic) and investments (Telenet in Belgium) might fit into this sort of arrangement longer term.

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