Om asks us to regard these reports as rumors for now.
I think that SunRocket's 200,000 subscriber count gives them some shelter agains the storm, but should this talk be true, this would constitute a more than symptomatic cough in the underdog quest of non-bundled VoIP providers to compete with the broadband bundlers of telecom and cable.
I've not used SunRocket, but I've heard of high marks for their call quality and customer service. Free equipment, plus some innovative plans including $199.99 a year and as low as $9.99 a month. Try getting that from the broadband monopoly bundlers.
Should the day come when there's no SunRocket as a consumer VoIP choice, North American VoIP users would have one less quality offering to choose from.