The Jeff Pulver Blog: Guy Kewney on Vonage IPO:

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February 17, 2006

Guy Kewney on Vonage IPO:

Vonage IPO: too late to start the engine?

"...My take: actually, both analysts could be completely right, and still turn out to have got it wrong. The thing is that there are so darned many VoIP companies, and none has a commanding position. All it takes is for someone with a few billion rotting in low interest accounts (there are lots of these!) deciding to start out an acquisition program, and using Vonage as the vehicle (instead of, say, CallServe or another of that ilk) and the rules of the game change.

There is the risk that the incumbent telcos may wake up and smell the coffee, and actually turn themselves into truly sharp bit-pipes, with value add sold separately. It's a risk which, frankly, I rate around the risk of being hit on the head with a pebble dislodged from Mars by a US space probe..."

Tags: VoIP, Vonage, Guy Kewney

(c) 2006 Jeff Pulver. All Rights Reserved.
(This blog posting is copyright protected by Jeff Pulver. Portions of this blog posting may be quoted or abstracted if attributed.)

Posted by jeff on February 17, 2006 06:57 AM | Permalink

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February 17, 2006

Guy Kewney on Vonage IPO:

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