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DaDogs
Semper Vigilantis
Premium
join:2004-02-28
Deltaville, VA
| Re: IPO or not; can Vonage compete cable & telco c said by TK Junk Mail  :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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Improve your wireless signal! | |
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knightmb
Everybody Lies
join:2003-12-01
Franklin, TN | 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
Premium
join:2001-04-25
Long Island
| 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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Cleverly Disguised As A Responsible Adult! | |
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calvoiper
join:2003-03-31
Belvedere Tiburon, CA
| 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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VoIP--the death knell of remaining voice monopolies! | |
| | john1290
join:2003-12-06
Reynoldsburg, OH
| said by TK Junk Mail :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. | |
| | Vonage User
join:2004-05-15
Hillsborough, NC | Vonage is finally cashing in on moocho bux!!!!!!!!! | |
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sporkme
drop the crantini and move it, sister
Premium,MVM
join:2000-07-01
Morristown, NJ
 ·Optimum Online
| said by TK Junk Mail :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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TK Junk Mail
Go ahead, make my day
Premium
join:2002-03-03
Margate City, NJ
clubs:
·Comcast
edit:
August 25th, @01:44PM
| Re: IPO or not; can Vonage compete cable & telco co's 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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| JSRoman
Premium
join:2005-03-10
Callahan, FL
| IPO is DEAD ON ARRIVAL Vonage will be lucky to raise 100 million yet alone 600 million. Why would you invest in a stock that does not control the quality of service it can provide and will have to contend with SBC and Comcast in next year. Some folks will get rich but it just wont be your average investor. | |
| | | | | IanR
join:2001-03-22
Madison, NJ | Re: IPO is DEAD ON ARRIVAL My question are:
o How does this value the whole of Vonage?
o WHat price does it put on each existing customer? | |
| | Vonage User
join:2004-05-15
Hillsborough, NC | are you loco??????
investors put cash where there is future revenue AND
lets not forget being a possible buyout canidate. | |
| aaron12345
join:2002-12-17
Falls Church, VA
| i think it's perfect timing I think it's perfect timing, because even though their are more competitors, the technology is their for the quality to be better than ever. When we had vonage or a covad dsl line... it was good but not good enough... we get fiber and vonage is perfect. So what if verizon prioritizes their own voice wing service, vonage is cheaper, has more features, and over fiber it is so undersubscribed I get 3ms pings to google anyways, who cares. I have so much bandwidth I run a webserver and don't even bother with QoS. With verizon running fttp, and other companies running fttc and vdsl thos with high speed connections are just getting faster, lower latency and more reliable high speed connections, which makes the timing within the next few months even better. | |
| GhostDoggy
join:2005-05-11
Duluth, GA
| I feel sorry for Vonage investors The idea of customer-premise equipment solutions to provide VoIP is going to be dated within the next 18-24 months. Several vendors are supplying DSL-based means (ADSL2+ & VDSL2) for terminating IP at the mux, making unique line-specific IP easy and affording a much easier in-home VoIP solution.
Of course, you have to be willing to deploy local-loop infrastructure such as a mux, and this is where the LECs and cableco's differ from the leach-service providers.
Imagine a similar price VoIP solution where one requires unique in-home hardware and the other does not. Vonage's days are numbered, I fear. | |
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WhyADuck
Premium
join:2003-03-05
edit:
August 25th, @01:28PM
| VoIP, here today, gone tomorrow?!?! Thanks for a good laugh. It's obvious that you are parodying the "doom and gloom" naysayers of a decade ago who were absolutely convinced that this new thing called "The Internet" would be only a flash in the pan, and that within about 18-24 months people would go back to their telephones, radios, and television sets. The very idea of the average person having a personal computer in their home - how preposterous!
Of COURSE we all want to go back to the big phone companies with their high prices, hidden charges, individual fees on EVERY additional service, per-minute charges on long distance, ridiculously small local calling areas (in most parts of the country), inability to receive voicemail messages delivered via e-mail, inability to change call forwarding while we are away from home, inability to get a "city" phone number (that can be called as a local call by nearly everyone in the area) if we happen to live just a little too far out in the 'burbs, ridiculous charges and several-day waits any time we want to make even a minor change to our accounts, and rotten treatment by their customer disservice reps. Yeah, that's what we really want, 'cause we're just dumb consumers who can't abide having a little box in our homes that provides our dial tone (next thing to go will be our cable or satellite TV boxes, we're getting really sick of those things too. And who can figure out that doggone DVD player?).
 ;);););) | |
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BYE VONAGE
@dslextreme.com | Can't Compete When the telcos and cable companies raise their price for broadband and include VOIP (illegally but effectively subsidizing VOIP) Vonage will go bye bye! | |
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Vonage IPO
IPO or not; can Vonage compete cable & telco co's
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