I’ve seen several comments and posts recently suggesting that iPhone is just another boring story. I believe an historic day passed us by last week. Sure, Apple opening up the iPhone App Store received some press, but I haven’t yet…
Category: business models
Lessons from a VoIP Entrepreneur
This needs a lot more work, but since time is short, I may never get around to it, so here I provide the less than fully formed version. Om Malik today posted about the woes of a silicon valley VoIP…
Andy and others on “free” business models
Andy Abramson refers us to Dean Bubley’s post on Pudding Media and Ike Elliott’s post on Free is Not a model and says: [it] pretty much sums up what I’ve been saying for years on Ken Radio..about the “If It’s…
Jaxtr math doesn’t add up
Jaxtr also seems to be another of these companies where the math just doesn’t work and one has to wonder on what basis they raised money and (supposedly) have received acquisition offers. According to Tech Untangled, they are signing up…
Survey says more households with cell-only than landline-only
In a survey of 13,000 homes, Mediamark Research found that 14 percent of homes had only a cell phone and no landline, whereas only 12.3 percent had a landline and no cell-phone. Based on the comments around the net on…
Vonage would be in the same mess even without the Verizon patent case
While the Verizon patent situation may be an accellerator (perhaps a very rapid one, if an injunction denying Vonage the ability to add customers comes down in the decision due April 24), it is my belief that Vonage’s problems go…
When is Vonage a good acquisition target?
Andy says Vonage’s best move is a sale. That may be true, from Vonage’s perspective, but let’s look at the numbers. At a stock price of around $3/share, the market cap of the company is roughly $500MM, or about the…
Open Telephony, beyond the abstract
Alec Saunders revisits the state of Voice 2.0 in a response to a post by Jim Van Meggelen regarding the lack of integration between PBX�s and carriers. At a recent telephony conference, we saw many telcos reporting about the progress…
Vonage acquisition costs
I’m often asked “why does it cost so much for Vonage to acquire a customer?” The simple answer is that the demand is just not there. At the end of the day, they are selling something people don’t really want…
As Vonage goes, so goes “Residential VoIP”
Vonage invented consumer residential VoIP as most people know it. We have to give them credit for that. Many people as late as 2003 were still saying the Internet could not handle phone calls at all. I think Vonage got…
