Response from: Mario

Compare this to the following snippet from today's WSJ: "Across the nation,
the business models that have worked for decades for Verizon and other phone
giants are showing signs of unraveling. The cable industry's push into the
phone business and a torrent of innovations such as Internet calling and
advanced wireless technology are threatening the foundations of the nation's
$300 billion telecom industry."

There is not enough room for hundreds of market leaders, so feel free to put
Vonage, Skype & Co. on your VC watchlist ;)