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Summary:

Andy says now that Bain Capital has invested in Vonage, it won’t be too long before they get bought out. I ask the question who will buy them? Mark Evans is backing Sprint as likely suitor. Dan Berninger, now with Tier 1 Research sent me an […]

Andy says now that Bain Capital has invested in Vonage, it won’t be too long before they get bought out. I ask the question who will buy them? Mark Evans is backing Sprint as likely suitor. Dan Berninger, now with Tier 1 Research sent me an email suggestion Qwest could also be a likely Vonage buyer. I buy that… Q has been doing some interesting things lately and is willing to do anything to become a serious national player. But given the post money valuation of $1.1 billion for Vonage, it could be too rich for the Colorado bunch. But what about Skype, who seems to be seriously poised to challenge Vonage? James Enck channels Louis Phillip and leads off the discussion about Skype’s likely buyers and believes that Microsoft and Google could be likely buyers. Enck is betting ( a whole pint if you can believe it) on Google. I am going to make an unscientific call – given Skype CEO’s Bill fixation (has anyone noticed how he looks like young Chairman Gates), he could move to Redmond, take over the world. Oh wait, I guess that was Austin Powers I was watching last night. (More Vonage and Skype thoughts over the weekend!)

bill and niklas

  1. Not if the RIAA really has lobbied the US gov into issuing an arrest warrant for Niklas Zennstrom (courtesy of his history with Kazaa), as I have heard.

    Funny. That leaves us with two “damaged goods” CEOs: Jeff Citron because he apparently can’t take Vonage public, Niklas Zennstrom because he can’t take Skype to the US.

    Well, maybe Mr. Gates can help the latter and push DRM some more in exchange for leniency…

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  2. interesting – i guess that tells you what’s the future for the two… ;-)

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  3. I feel bad for only one of them… ;)

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  4. who?

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  5. That would be Mr. Zennstrom.

    On the other hand, should he ever have to leave Skype, it might just prompt him to move on to the next neat thing and even farther away from becoming greedy. That could be everybody’s gain. So, maybe I won’t feel that bad, either.

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