Got shares in ENG & NTC and VOIP no doubt is the future but what...

Got shares in ENG & NTC and VOIP no doubt is the future but what concerns me with these small co's, what happens when TLS get serious and fights back and they will, just a matter of time, in fact in some ways these little guys are doing all the hard selling and as with broadband the big guys come in later in gradually pick them off one after the other.

Any comment?

PS recent comparison in CONNECT Herald Sun weekly review gave both ENG & NTC thumbs up but slightly more positive about NTC product.