Martin Geddes has added to his views on the Vonage stock offering. It’s not pretty and he’s not just a johnny come lately to the party. He’s been watching their numbers for some time. Wall Street analysts need to be aware of these viewpoints as well. While I’m sure there will be some saying it’s … Read more
While I’m sure many of the Wall Street analysts have viewpoints on Vonage’s planned $250 million dollar IPO, one analyst who really has the insight to inform is James Enck. He has picked up where Om has left off and developed some very good viewpoints on the pending IPO.
Yesterday I teased about some of the things that BridgePort Network’s Sanjay Jhawar had taken me through in a recent briefing. Another BPN team members had also educated me about the new E28 phones mentioned in this press release as well. These are very hot devices at insanely low price points and have the ability … Read more
Nintendo is adding VoIP to its portable DS game device.
Russell Shaw has a very good point in this post of his about Vonage and their approach to E-911. It is a MUST read.
The most recent VoIP Newsletter from Mercator Capital takes a close look at eBay’s acquisition of Skype and seems to be echoing the issue about focus that others have been saying to me for some time by stating in the opening paragraph “Both the number and variety of announcements, launches, partnerships, and investments beg the … Read more
Wireless data doesn’t ramp that fast here in the USA. The reason is simple. Lack of support. My fiance is trying to get something done on her new Cingular Blackberry, but to get what she needs done she has to call Monday through Friday…I’ve been on hold and transferred to three different teams within Sprint … Read more
If NGT is doing good, that means Level3 is doing good too. The Rocky Mountain state of Colorado is seeing boom times for VoIP, which also means that QWEST is feeling some pain, but they have so many distractions that they don’t notice it when they see the level of churn they have to be … Read more
A hat trick reader told me about a new Los Angeles based MVNO about to come out of stealth mode named XeroMobile. My source tells me they raised about 300 million dollars, mostly from Europe. They are a likely contender to Helio in the newcomer space and will more than likely want to be in … Read more
I expect to see lots of news about VoIP Over WiFi and 3G handoff to the IP networks out of 3GSMWorld next week. Wish I was there. I’m also hearing that my pals at BridgePort Networks have lots to say on the subject. I’ve been spending lots of time with their co-founder Tom Carter. Hearing … Read more
