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[IP] AT&T, Vonage Cut Prices on Internet Calling





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From: Dewayne Hendricks <dewayne@xxxxxxxxxxxxx>
Date: September 30, 2004 4:20:07 PM EDT
To: Dewayne-Net Technology List <dewayne-net@xxxxxxxxxxxxx>
Subject: [Dewayne-Net] AT&T, Vonage Cut Prices on Internet Calling
Reply-To: dewayne@xxxxxxxxxxxxx

AT&T, Vonage Cut Prices on Internet Calling
 Thu Sep 30, 2004 01:51 PM ET

 By Justin Hyde
http://www.reuters.com/newsArticle.jhtml? type=technologyNews&storyID=6380857&src=rss/technologyNews&section=news

WASHINGTON (Reuters) - AT&T Corp. and Internet telephone provider Vonage said on Thursday they were cutting prices for their residential Internet calling services by $5 per month, the strongest signs yet of a price war in the nascent market.

AT&T, which made Internet calling services a priority after announcing its retreat from traditional residential telephone services in July, said it was lowering the price on its CallVantage service by $5 per month to $29.99. It said the cut, along with an offer of one free month for some new subscribers, was meant to spur demand ahead of the holiday season.

Vonage, the largest U.S. Internet calling service with 270,000 subscribers, announced a few hours later that it would lower the price of its unlimited service by $5 to $24.99 per month. Vonage also said it would upgrade customers on a limited plan that had cost $24.99 to the unlimited service for free.

More than a dozen companies currently offer voice over Internet Protocol, or VOIP, services to U.S. residential customers. Most offer unlimited local and long-distance calls for $30 per month or less, with some as low as $19.95, although those fees do not include the broadband Internet connection that VOIP requires. Comparable plans for traditional service from the dominant U.S. telephone carriers typically cost about $60 to $70 per month.

The rise of consumer VOIP has been driven by the growing number of U.S. households with broadband Internet access, as well as steep declines in the cost of the infrastructure necessary to run VOIP services. Vonage, a New Jersey start-up, was able to garner more than 200,000 subscribers for about $103 million in venture capital and raised another $105 million last month for expanding into foreign markets.

While industry experts estimate the current residential VOIP market has less than 1 million subscribers, they expect sharp growth starting in 2005 as large cable companies such as Comcast Corp. roll out their VOIP services. Communications consulting firm Yankee Group forecasts VOIP services will win 17.5 million residential users by 2008.

Analysts say more VOIP competitors will add even more pricing pressure that may imperil some small companies. Before Thursday's moves, AT&T had already lowered the price of CallVantage once, and other providers offer free months, or limited calling plans for as little as $10 per month.

"The low barriers to entry makes the business all the more competitive and currently all players are competing on price with very little differentiation," UBS analyst John Hodulik said in a research note.


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