Comments on: If not 8×8, Then Who? http://www.markevanstech.com/2005/01/29/if-not-8x8-then-who/ Thoughts on Startups, Entrepreneurs and the Web Thu, 09 Feb 2012 17:25:18 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: voip vendors http://www.markevanstech.com/2005/01/29/if-not-8x8-then-who/comment-page-1/#comment-169286 voip vendors Mon, 30 Mar 2009 00:28:06 +0000 http://markevanstech.com/?p=270#comment-169286 <strong>voip vendors...</strong> I never thought I will agree with this opinion, but you know... I agree partially now... voip vendors…

I never thought I will agree with this opinion, but you know… I agree partially now…

]]> By: Anonymous http://www.markevanstech.com/2005/01/29/if-not-8x8-then-who/comment-page-1/#comment-96 Anonymous Fri, 22 Apr 2005 05:12:03 +0000 http://markevanstech.com/?p=270#comment-96 Packet8 is the best rated service around. It had a former life which makes it tough balance sheetwise but it will be a winner in the end. I tried Vonage. It sucks by comparison. http://blog.tmcnet.com/blog/tom-keating/voip/packet8-videophone-review.asp Packet8 is the best rated service around. It had a former life which makes it tough balance sheetwise but it will be a winner in the end.
I tried Vonage. It sucks by comparison.
http://blog.tmcnet.com/blog/tom-keating/voip/packet8-videophone-review.asp

]]> By: Anonymous http://www.markevanstech.com/2005/01/29/if-not-8x8-then-who/comment-page-1/#comment-95 Anonymous Thu, 10 Mar 2005 16:28:46 +0000 http://markevanstech.com/?p=270#comment-95 Have service provider stocks ever done really well over the long run? incumbents not included, especially not canadian ones... I think investors would be better served looking at infrastructure enablers... and maybe enterprise plays.... Perhaps an AUDC, INTL, or maybe chip heavyweights like TI, BRCM who have embraced VoIP early on as part of their growth strategies... Or access network vendors who benefit from VoIP demand... ARRS, TERN... Or you go with CSCO/AVaya... 8x8 is one of the weakest ideas out there... although perhaps at times a great "trading idea". Have service provider stocks ever done really well over the long run? incumbents not included, especially not canadian ones…
I think investors would be better served looking at infrastructure enablers… and maybe enterprise plays….
Perhaps an AUDC, INTL, or maybe chip heavyweights like TI, BRCM who have embraced VoIP early on as part of their growth strategies… Or access network vendors who benefit from VoIP demand… ARRS, TERN…
Or you go with CSCO/AVaya…
8×8 is one of the weakest ideas out there… although perhaps at times a great “trading idea”.

]]> By: Anonymous http://www.markevanstech.com/2005/01/29/if-not-8x8-then-who/comment-page-1/#comment-94 Anonymous Wed, 09 Mar 2005 22:07:05 +0000 http://markevanstech.com/?p=270#comment-94 Now 8x8 goes back to the well for another $14M and 7M shares. Do you feel the dilution now? That balance sheet must be weak. Now 8×8 goes back to the well for another $14M and 7M shares. Do you feel the dilution now? That balance sheet must be weak.

]]> By: Anonymous http://www.markevanstech.com/2005/01/29/if-not-8x8-then-who/comment-page-1/#comment-93 Anonymous Mon, 31 Jan 2005 14:09:53 +0000 http://markevanstech.com/?p=270#comment-93 Well, since we have the CRTC holding Bell's arms behind its back, allowing the independent VoIP providers and cablecos to punch them in the gut repeatedly, seems that the play *may* be shorting the telcos and going long cable stocks. Just an idea. Well, since we have the CRTC holding Bell's arms behind its back, allowing the independent VoIP providers and cablecos to punch them in the gut repeatedly, seems that the play *may* be shorting the telcos and going long cable stocks. Just an idea.

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