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Vonage

CompUSA to Close

December 8, 2007

In the neighborhood near TMC, three stores have recently been wiped away in the past years. The first to go was the hardware store which could not compete against Home Depot. The next was the photo development store because of ofoto and Walmart. The most recent was CompUsa because – well a number of reasons.

Telecom Growing Nicely

December 5, 2007

It’s a good time to be in telecom. With all the housing gloom and doom it is nice to see that at least the telecom market is doing exceedingly well. Of course you have to pick your battles… Consumer VoIP is a rough space to be in (just ask Vonage) but companies focusing on the enterprise are as happy as pigs – well let’s keep this semi clean – Pigs in subprime mortgages.   Case in point, after a sluggish second quarter in 2007, enterprise telephony equipment manufacturers saw an 11 percent jump in worldwide sales in 3Q07 to reach $2.6 billion, according to a recent study.   “The Big Three (Avaya, Cisco, and Nortel) had excellent quarters, all growing well into the double digits,” said Matthias Machowinski, directing analyst for enterprise voice and data at Infonetics Research.   Worldwide sales of service provider next-gen voice equipment are up 5 percent in 3Q07 from 2Q07 to $956.4 million, says Infonetics Research in its "Service Provider VoIP and IMS Equipment and Subscribers" report.   “The bump this quarter was partially due to seasonal factors, as the third quarter tends to be strong, but also because of increased demand across the board, even in the TDM segment.

IP Communications Week in Review November 30, 2007

November 30, 2007

This past week in IP communications was full of news from companies like Voxalot, iBasis, Vonage, Polycom and more. My favorite news is from Vonage where they announce they are improving their customer service via web chat solutions provider inQ.   Years ago I was a Vonage customer and had amazing service levels but I did hear many complaints about churn due to poor service after I switched providers.   I haven’t heard anything negative about the company’s service lately and to see Vonage make such an investment is a very good sign.   This news shows Vonage is still improving service levels and bodes well for the company’s shareholders and employees.   Here is more on the week’s hot stories from TMCnet’s Patrick Barnard.

Google to Bid on 700 MHz Spectrum

November 30, 2007

While it is not really a surprise at this point, Google will be bidding on the 700 MHz spectrum auction and if the company wins, it will likely change the business model of many other service providers. The reason is simple. At least one service provider has expressed interest in leveraging their connections as a competitive weapon/advantage and more specifically as a way to exact a toll from Google!   As you may remember I referred to this situation in an article titled SBC Goes Trick-or-Treating which took an excerpt from a BusinessWeek article referring to an interview with SBC CEO Ed Whitacre*:

  The question posed was:   How concerned are you about Internet upstarts like Google, MSN, Vonage, and others?   And the answer was as follows:   How do you think they're going to get to customers? Through a broadband pipe.

FCC: Worry about TVoIP not Cable

November 29, 2007

As the FCC vs. Cable struggle continues, I can’t help but wonder if Chairman Kevin Martin isn’t spending too much time worrying about a problem which will be irrelevant at some point in the future.   Martin is trying to get cable companies to inexpensively lease their lines to independent programmers. He is also trying to reduce the cost of cable service and ensure a la carte delivery of channels to consumers.   But I wonder if Martin is fighting the right fight at the right time.   You see, the cable lobby is very strong and they exert influence on politicians who in turn do their best to minimize the influence Martin has. In other words by taking on cable companies head on – even if this is best for customers, he will find himself losing prominence and having more of his initiatives second guessed in the future.  

Moreover it should be clear that soon, an Internet television revolution will take place allowing consumers to view programming over the internet and subsequently rely less on cable for distribution.   Voice over IP was rolled out rapidly with the advent of Vonage and others paving the way.

Why Verizon Sued Vonage

November 23, 2007

I receive many questions about patents and why one company sues another. Patent portfolios are like nuclear weapons – if you have them, you are less likely to end up in a war. I was reminded of this idea as I read Ike Elliot’s Telecosm blog where he has an entry focusing on why Verizon is picking on smaller companies to sue.   Here is an excerpt:  
How does a patent holder decide who to target? They usually consider the following:
1.

Vonage Loses Again

November 16, 2007

U.S. House Passes E911 Bill

November 14, 2007

As many of you know, in 1997 TMC decided to launch Internet Telephony Magazine because we saw the power of IP communications changing the communications worldwide. Over the past years we have seen this in action as entire network backbones have been rebuilt from circuit-switched to packet-switched.   Yesterday’s news regarding the House passing an E911 bill which not only accommodates IP but leverages it, gives me great personal joy as it shows the power of IP communications will now transcend the consumer and business space and change the way the nation’s emergency networks function.   I further expect other countries to follow suit meaning increased safety for the world population.   I commend US politicians for seeing the value of Internet Protocol and leveraging it in a manner which will no doubt save many lives over the years.

Vonage in Settlement Talks with AT&T

November 8, 2007

Quantcast

November 6, 2007

You are likely familiar with Alexa, a division of Amazon that measures website traffic. I have written about the site a number of times before. A while back I discovered a site called Quantcast which is becoming a well respected third-party way to measure web traffic in an accurate manner. Currently Quantcast allows you to see how many unique visitors any site has.
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