16 thoughts on “And Now For The Vonage IPO”

  1. and goodness knows how much they are losing overseas. i have a vonage uk account because i need a london number to work from spain. and it works great but how much are they losing at £7.99 a month for all uk landline calls?
    they have to charge this pitiful amount because rival Freetalk which has just lowered the bar to £6.99.

    Vonage UK is run by a very smart guy Kerry Ritz but its PR and marketing is pitiful. Freetalk has point of sale links with the major DSG retail electronics group. Vonage is reduced to uninspiring newspaper ads.

  2. IPOs usually happen when holding companies want to cash in. They’re almost never a good buy. They end up leveraging companies to the point that they fail in 3 years, which is what will happen with Vonage.

  3. Vonage is just inflating the ballon to cash out! But the average personal investor thinks “VOIP”so they will buy, and once they see that they are not making money and with a $ 200-300 aquisition cost I doubt they will.
    By the way, who’s crazy enough to tamper with the name logo just before the IPO?

  4. I sure wish I could read the subscriber/revenue chart without having to press my face against my screen. Your readers are clearly too farsighted for their own good. 🙂

  5. You still quote the sell-out Kessler? If he was so smart why doesn’t he tell us to jump in on Google instead of saying it was “too confusing” http://www.hoovers.com/business-information/–pageid__13760–/global-ipoc-index.xhtml# His book that trashed Mary Meeker (whom I don’t care for but nonetheless see him as no differrent) proved pretty baseless, just like his comments on the Vonage IPO will. The fact is Andy was wrong about the Google IPO (see above) and here: http://www.marketwatch.com/News/Story/Story.aspx?guid={2A38966D-C8C8-43A9-8514-C693F994F752}&siteid=mktw
    So if you think he gave good advice about the Google IPO and playing Monday morning QB with his former co-workers then I say take his and this blog’s advice on the IPO. However if you see this as a mere pathetic attempt to of self promotion to get his name in the news about a hot item in which he knows jack about, then remember his self promotions will cause you to miss out if heeded.

  6. Kessler or not the GOOG IPO cannot be mentioned on the same page. Google was the “big unknown”, groundbreaking new business – Vonage has a mature, known business already being commoditized. Game Over.

  7. I decided to open up a Vonage account to test it. I didn’t get farther than the process of trying to become a new customer when things went awry. 3 hours and several email later, I couldn’t fix the problem their reps had created with trying to open the account so I canceled the account then had to deal with a reimbursement hassel. The experience alone of trying to become a new customer was nothing less than a nightmare. When a company can’t get it right from the get go, there are bigger problems looming. Run for hills on this one.

  8. The best reason to buy Vonage is that the conventional wisdom says not to. I’m just not sure that that’s a good enough reason. I guess I’ll decide tomorrow.

  9. ah I’ve had enough money losing businesses for one decade. 😛
    well at least the roads are better and the buildings are shinier. hmm wonder if that’s such a good thing…

  10. i am a very big fan of vonage. i, too, have not had any issues with it or the support. i am not a big fan of talking in front of the computer. i am sure there are already solutions that let skype use something like a phone, but vonage does the job for us and does it well.

  11. OK Zoli –

    Despite the list of comments proving you ignorant and the extremely oversubscribed shares of Vonage – you might as well get a an unbiased reply to your nonsensical comment.

    Goog was “groundbreaking new business”?? I’m not sure if someone that thinks a Search Engine is ground breaking deserves a reply. How do they make money? Advertising! Oh yeah that was Grondbreaking. Thanks for pointing that out. Look, what shot up Google was its brand name. BTW I like Google stock. IF you look at all media right now every mention of the Vonage IPO is comparing it to Google. So I guess it’s not “game over” I think what is “game over” is your ability to grasp market demand and any sense of what companies are worth. Looks like your abilities to understand these concepts went “Bye-Bye” a long time ago. When I use my PDA to make clear Vonage calls and answer Vonage calls from clients while traveling Europe, with unlimited LD – I’d say it is groundbreaking. I also know about every other person I work with wants something like this and is signing up with Vonage left and right. So w/Vonage – what you have is a company that is first/biggest mover in a groundbreaking technology, an industry that’s quite young (don’t take my word for it, go walk down a street of 100 Americans and ask who their main phone service is through. Oh what? it’s still old Telco? Guess you’re also clueless about what constitutes maturity for an industry – if you’re still in high school I understand.) and a name brand that is marketed much better than Skype in the US which was valued over $2billion. OK guess that shuts you up! No? You still think you’re right? I tell you what – If I’m wrong and Vonage closes below 17 tomorrow I’ll send you 10 shares of Google – If I’m right you send them to me. Lets put money where your mouth is.

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