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Technology Stocks : SONS
SONS 7.830+2.8%Nov 28 4:00 PM EST
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From: Home-Run9/1/2005 9:40:26 PM
   of 1575
 
The Cable Ops Are Blowing Away The Other Guys

In what has to be great news for both Level3 and AT&T, two of the
network suppliers that really keep the cable industry moving,
Russell Shaw reported on some very interesting numbers of
subscribers to VoIP.

The two carriers supply a lot of the underlying carriage of traffic
to the MSO's which is why the news has to be viewed with a positive
viewpoint.

Time Warner's growth in numbers is downright impressive. It would
make for a great study in marketing and management style to compare
their costs of customer acquisition versus Vonage right now before
whatever Vonage does with a sale or IPO.

The rationale here is simple. One of the key strengths attributed to
Vonage is its ability to acquire customers, as the customers are the
only real value the company has to investors or suitors.

Given Time Warner in a shorter time period has been able to sign up
50 percent more customers than Vonage it clearly begs the question
if any of the independent VoIP players are relevant in the long run,
thus making Verizon's VoiceWing and AT&T's CallVantage more valuable
to DSL customers and the optional choice to the cable companies own
offering when all is said and done.

September 01, 2005 | Permalink | TrackBack (0)

-andyabramson.blog
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