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Subject: Internetworkers: http://www.ibiblio.org/internetworkers/
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- From: "Scott Lundgren" <internetworkers AT capitalfellow.com>
- To: internetworkers AT lists.ibiblio.org
- Subject: Re: [internetworkers] Vonage Customers? IPO?
- Date: Tue, 9 May 2006 14:25:46 -0400 (EDT)
> Have you received an offer to buy stock from their IPO? They've gotten
> pretty big... sounds like it could be a good deal.
> Do you think it's worth the risk pf buying into the IPO?
As I understand it (not being a customer there's room for ignorance)
Vonage doesn't own the pipes its service runs across (like a cable company
or bell's capital investment), uses open protocols (which for the consumer
is a good thing, but in the case of an investor would want some
intellectual property or "secret sauce" like Skype's protocol) and
generally serving a commodity market. While the argument can be made Dell
serves a commodity market as well, their business process of cost
reduction makes competing against them on price difficult. So I don't see
where Vonage's defensible resources are and I'd not invest in it.
another $0.02: http://www.fool.com/News/mft/2006/mft06050832.htm
- SL
-
[internetworkers] Vonage Customers? IPO?,
Susan LaBarre, 05/09/2006
-
Re: [internetworkers] Vonage Customers? IPO?,
Scott Lundgren, 05/09/2006
- Re: [internetworkers] Vonage Customers? IPO?, Tanner Lovelace, 05/09/2006
- Re: [internetworkers] Vonage Customers? IPO?, Susan LaBarre, 05/09/2006
-
Re: [internetworkers] Vonage Customers? IPO?,
John Broome, 05/09/2006
-
Re: [internetworkers] Vonage Customers? IPO?,
Tarus Balog, 05/09/2006
- Re: [internetworkers] Vonage Customers? IPO?, matusiak, 05/09/2006
-
Re: [internetworkers] Vonage Customers? IPO?,
Tarus Balog, 05/09/2006
-
Re: [internetworkers] Vonage Customers? IPO?,
Scott Lundgren, 05/09/2006
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