If I was a mobile operator, this would worry me because it's (another) assault on my roaming margins - you can get GSM prepaid minutes of use for dirt cheap pretty much everywhere, but the main barrier to using them is that you need to get everyone who might call you to use the right number. Now, you can hook up any random SIM as the access side and receive calls on your global number.
The flip of this is that better voice products aren't necessarily inimical to telcos - in so far as they cause people to talk, they generate billable minutes.
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