Rich chimes in with thoughts from the hedge portfolio rumor mill, which apparently agree with me that the initial
batch of Vonage stock is a worthwhile buy.
Stuart Henshall doesn't agree because he thinks
Vonage's basic business model keeps too many ties to legacy telephony. To which I've responded by defending Vonage's approach thus far. And
it appears, at least on the surface, that Om Malik doesn't agree either, but for a different set of reasons, most
notably Vonage's rate of customer churn. An
unfortunate reality in the post-Bell-monopoly world.
Then there's the ever-present Russell Shaw, who decries
the mainstream media's factually accurate but consequentially uninformed assessment of the E911 situation. Russ calls
E911 compliance difficulties mentioned in the Vonage IPO filing a "chamber of horrors". Meanwhile, Phone Boy has yet to chime in.
1. There is a company called AGN Networks that is doing some very interesting things with your existing business telephones and make them able to use VoIP.
Posted at 2:43PM on Feb 10th 2006 by Tazeeyore