Monthly Archives: April 2006

Diggin' into Vonage's S-1

For anyone looking for a good Sunday afternoon read, Vonage's S-1 fits the bill. It offers some intriguing insight into the company's plan to raise as much as $646-million through an IPO. The positive news is Vonage now has more than 1.5 million customers who generate average revenue of $27.65 a month. The bad news is [...]
Posted in Main Page, VOIP Services, Competition/Vonage | 4 Comments

The Nortel Two-Step

Sometimes you wonder if Nortel can't win for trying. The company finally manages to convince itself its 2005 financial results are ready for public consumption (a positive development), then it goes and releases them late in the day on Friday after everyone's headed home for the weekend. (a negative development). From an optics perspective, it [...]
Posted in Main Page, Nortel Networks, Telecom Equipment Makers | 1 Comment

A Real Live Microsoft Executive

Earlier this week at the Sympatico/MSN Digital Ad summit, I talked with Chris Dobson, who heads up MSN's international sales and marketing efforts. Maybe the most interesting part of the conversation was Dobson's willingness to frankly discuss Microsoft's strategic approach to the advertising market and the key trends within the online marketing world. This was [...]
Posted in Advertising/Marketing, Main Page, Microsoft | 2 Comments

Weekly Podcast

Click here for this week's podcast. (the updated and user-friendly version!) NOTE: The sound quality of this podcast is terrible so we're going to re-do it on Monday. My apologies. If you're still interested in today's podcast, listen at your peril..:) Another week, another podcast This week, Kevin and I talk about the Vonage IPO (what gives [...]
Posted in Main Page, Podcasting | 1 Comment

Vonage IPO Plans: You're Joking, Right?

So Vonage thinks it's worth $2.6-billion? I wonder what kind of numbers their investment bankers crunched to come up with this pie-in-the-sky number? Vonage is a money-losing business that needs to spend heavily on marketing so it can continue to attract and retain consumers at a time when the cablecos and carriers are start to [...]
Posted in Main Page, VOIP Services, Competition/Vonage, Venture Capital | 3 Comments

Friday Morning Pot Pourri

It seemed like a busy week and there was a bunch of stuff I want to highlight:- Skype now has more than 100 million registered users  – nearly double since eBay blew its brains out to acquire Skype for US$4.1-billion. It's nice to see the Skype PR machine is alive and well.- Not sure about [...]
Posted in Main Page | 1 Comment
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