GOLFnSUN
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3 edits |  IPO or not; can Vonage compete cable & telco co's
Whether Vonage can pull off an IPO or not, the big question is can they survive against cable and telco competition? Now that the cable companies and the telcos are getting into VOIP with both feet, will Vonage be able to fight off all the tools at their disposal - especially the prioritization of network traffic and also the bundling of services.
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DaDogs
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join:2004-02-28
Deltaville, VA
| Re: IPO or not; can Vonage compete cable & telco c
said by GOLFnSUN  :Whether Vonage can pull off an IPO or not, the big question is can they survive against cable and telco competition? This is HOW they will survive against cable and telco. Get enough investors with enough clout and you too can purchase your local politician.
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knightmb
Everybody Lies
join:2003-12-01
Franklin, TN | reply to GOLFnSUN
If it turns into another "Google" like stock, then yes. I think a lot of people are licking their chops to get Vonage stock and I'm one of them  |
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DownLow
Nope...I Got Nothing
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join:2001-04-25
Long Island
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They aren't going public with their current CEO - who no doubt isn't going anywhere.
I would bet that they don't go public, this is just a ploy to send a signal to the public that they are interested in a transaction (i.e., buyout). If they actually get public, it will not be a hot deal for all the reasons posted already about competition, CEO's background, etc. Also, I am sure they are looking to provide liquidity to its early-stage investors, so if they get public, not only have they given these investors a good return on their investment (a public market multiple is sure to be higher than a private valuation), they can cash out via open market transactions - or even a sale of the company.
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john1290
join:2003-12-06
Reynoldsburg, OH
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Re: IPO or not; can Vonage compete cable & telco co's
said by GOLFnSUN :Whether Vonage can pull off an IPO or not, the big question is can they survive against cable and telco competition? Now that the cable companies and the telcos are getting into VOIP with both feet, will Vonage be able to fight off all the tools at their disposal - especially the prioritization of network traffic and also the bundling of services. My Web PageJoin Red Room Forum Can Vonage survive against cable/telco competition? They will not only survive, but will prosper! Especially since the big name ISPs haven't figured out that smart people don't like getting bent over and paying them $40/mo for their VoIP plans when they have alternatives like Vonage and Packet 8 that are $15/$20 respectively for their base plans. |
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Vonage User5
join:2004-05-15
Hillsborough, NC | reply to GOLFnSUN
Re: IPO or not; can Vonage compete cable & telco c
Vonage is finally cashing in on moocho bux!!!!!!!!! |
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sporkme
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Re: IPO or not; can Vonage compete cable & telco co's
said by GOLFnSUN :Now that the cable companies and the telcos are getting into VOIP with both feet, will Vonage be able to fight off all the tools at their disposal - especially the prioritization of network traffic and also the bundling of services. With more money, they can afford more lawyers. If they are being de-prioritized, then the ISPs doing that are opening themselves up to any number of things, like perhaps losing their "common carrier" status. Once an ISP starts poking into the traffic and making decisions about it based on *who* it's going to/from they may find themselves in a pretty sticky spot; ie: "oh, you can do this to voice traffic to a set of IPs? Well then you also need to verify that none of your users are doing ANYTHING illegal, and if they are, you must block it". No ISP (no matter how gigantic) wants to go down that road.
The future usefullness of the Internet depends on it being a neutral platform that any number of content providers can sell into. Without that, you've just got AOL. |
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GOLFnSUN
Enjoy the sun
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1 edit | said by sporkme :If they are being de-prioritized, then the ISPs doing that are opening themselves up to any number of things, like perhaps losing their "common carrier" status. 1st, the ISP's can prioritize their own VOIP traffic higher w/o deprioritizing Vonage. I realize that is a subtle difference, but it may be a legal difference.
2nd, the FCC has decided that cable companies and telcos(when providing broadband services) are NOT common carriers. They are an INFORMATION SERVICE and not bound by common carrier rules.
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calvoiper
join:2003-03-31
Belvedere Tiburon, CA
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Re: IPO or not; can Vonage compete cable & telco c
...a close read of the linked SEC press release reveals that Citron was barred from associating with any broker or dealer and was barred from violating securities laws and regulations. If he had been barred from serving as an officer of a public company also, that would have been mentioned. Legally, he can do it.
If your point is that his background alone is a deal killer, without an actual legal prohibition, I'm not at all sure that I agree.
calvoiper
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