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Technology Stocks : Vonage Holdings -- Ignore unavailable to you. Want to Upgrade?


To: Done, gone. who wrote (4)3/28/2007 9:21:14 AM
From: FJB  Respond to of 141
 
I am in it for a trade, but the gross margins on the business model would be the silver lining.



To: Done, gone. who wrote (4)3/29/2007 2:58:35 AM
From: AmericanVoter  Read Replies (1) | Respond to of 141
 
well, for one reason, a possible favorable settlement of the case with verizon... another would be that VG is the largest VOIP provider... the price dropping may make it a take over target ... and of course the TA ....I am speculating on all aspects though...

AV



To: Done, gone. who wrote (4)4/4/2007 4:00:26 PM
From: MENSO  Respond to of 141
 
I agree. Vonage is history regardless of how long the attorneys take to resolve the patented technology case. IMHO Vonage stands to lose whichever way the case goes. Either Vonage pays for use of patented technology, spends money developing, acquiring or licensing alternative technology, or foots the bill for an expensive protracted legal fight against an industry giant which cannot only much better afford the fight, but also only stands to benefit from refusing to settle quickly.

Furthermore, the potential customer base is shrinking inexorably as people abandon their land lines in favor of relying only on their cell phones, a trend that seems to be accelerating wildly based on what my family members, friends, neighbors, business contacts, colleagues, and even strangers are doing - ironically even those who questioned our family decision to do so three years ago.

And while I have no doubt that VoIP makes a great deal of sense for businesses, I still cannot understand why anyone would actually chose it for residential use over cell phones.

But if someone else still sees potential that I fail to see, please enlighten me.

WAY SHORT AND HOLDING OUT UNTIL IT BITES THE DUST IN 6 TO 9 MONTHS