Google’s new application that enables users to call any phone on Google Voice through a Gmail account is being described as a competitive threat to Skype. But the real question raised by the new Google venture is what it means for the future of the triple-play bundles offered by cable operators and telephone companies.

Pike & Fischer's ongoing analysis tracks the deployment, penetration and pricing of key broadband services and technologies and provides detailed top-line projections of where these services and technologies are headed.