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May 25, 2006
Andy Abramson on the Vonage IPO
Andy Abramson: My Thoughts on The Vonage IPO
Andy joins the crowd of people sharing their thoughts and insights on the Vonage IPO.
Tags: Vonage, voip, Andy Abramson
(c) 2006 Jeff Pulver. All Rights Reserved.
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Posted by jeff on May 25, 2006 11:03 AM | Permalink
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Comments
Many in the telecom sector want to create new disruptive services. So is Vonage a good role model of a disruptive company?
We graded Vonage using a Disruption Scorecard and it fell short, earning a 'C' grade. Why?
Vonage is not creating a new market;
Vonage business model looks like high-growth now, worry about profits later;
Vonage service doesn't stand on its own in terms of attributes
On the plus side, Vonage does have a new business model, no expensive legacy network, good prices and features.
What do you think of this criteria and the scorecard approach?
Check out the complete Disruption Scorecard at www.OnDisruption.com
Posted by: Michael Urlocker at May 29, 2006 04:48 PM
Looks like the cell phone companies in the U.K. that did everything to boost subscribers. They did not care if they made any money on the deal or if the phones were legal, lost or stolen, just get the numbers up.
Seems like no one is buying that anymore. You can't spend more to get a customer than they will pay and expect stockholder confidence.
IMHO you should take some time off from the road, even a week a month and go back to Vonage and lead them into the future. They need someone to do it.
Geoff.
Posted by: Geoff Mendelson at May 25, 2006 05:54 PM