Is Google Going to Capture Telephony?

Although this report will consider several important market impacts, the most current is the announcement by Google of Google Voice. For some years, this analyst, as well as others, has been watching Google for an entry into telecommunications. Most of their business is telecommunications based, so it is a natural fit. Our last report (in 2005) on the general telecom market situation, “Next Generation Network - Will the RBOCs get Googled Up?”, predicted the rise of a class of “super competitors” to the RBOCs, led by Google. That still is a good forecast, and it is beginning to happen with Google.

Is Google Going to Capture Telephony?