Against the backdrop of expectations that the U.S. telecom market is marching inexorably toward a telco/cable duopoly, some competitive players are showing a willingness to fight amid the growing despair of others. With cable giants growing their voice-over-IP efforts and large telcos pursuing triple-play services and mega-mergers, all competitive hopefuls are feeling the squeeze. For every Yipes Enterprise Services, which is rising from the ashes of Yipes Communications, there is a host of smaller companies such as Transcom Enhanced Services, which believe they are being driven out of business by large monopolies. Somewhere in the middle are firms such as XO Communications, which within the last week both failed to meet debt covenants and launched a bold service initiative targeting a new market.
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