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FWD relaunches to break the telco trance

Daniel Berninger, Friday, July 27, 2007 at 10:30 AM PT Comments (13)

The media educator John Culkin remarked: “We don’t know who discovered water, but we’re certain it wasn’t a fish.” The observation summarizes why I recently pitched Jeff Pulver on relaunching FWD, the VoIP operator formerly known as Free World Dialup. (Disclosure: I am helping Pulver relaunch FWD.)
Though not as well-known as Skype or Vonage, FWD, [...]

Why do we have a VoIP patent mess?

Daniel Berninger, Sunday, April 8, 2007 at 5:34 PM PT Comments (18)

Verizon’s lawsuit against Vonage is the VoIP version of showdown at Ok Corral!
The weary entrepreneurs have gone from fighting the regulatory morass to fighting the patent morass. The ability of Verizon et al to play the dimensions of uncertainty associated with patents makes one nostalgic for the ability of Verizon et al to play [...]

Vonage: Rocky Road, not Road Kill

Daniel Berninger, Friday, March 16, 2007 at 11:15 AM PT Comments (23)

The remarkably uniform pessimism regarding Vonage’s prospects, reflected in the share price, would lead you to believe that Vonage is on the death bed, gasping its last breath. The $58 million potential payout to Verizon has the gravediggers out in full force. The B-word is being thrown around. However, Vonage’s reported results and financials do [...]

The Telco Battle of Mice & Incumbents

Daniel Berninger, Sunday, February 4, 2007 at 1:15 PM PT Comments (7)

The saying goes that elephants are afraid of mice. Actually that is not true. It is elephant keepers who like to kill mice because they carry disease that can bring down the mighty beast. The story is also true of the telecom industry, where mice aka oddly named voice companies (Jajah, Rebtel, Fring, and Zing), [...]

Forget Neutrality — Keep Packets Private

Daniel Berninger, Sunday, January 14, 2007 at 8:30 PM PT Comments (15)

Never mind net neutrality, I want my privacy. As in packet privacy. The telcos say they need to sell non-neutral routing of traffic to recover the cost of building broadband networks. Moving from the Internet, where a packet-is-a-packet, to something that looks suspiciously like the 20th century telephone network requires remarrying the content [...]

For Ma Bell, Nowhere to Hide from the Internet

Daniel Berninger, Thursday, January 11, 2007 at 2:30 PM PT Comments (3)

The rich bonuses Ed Whitacre and Duane Ackerman take into their imminent retirements make them the only sure winners of the compromises required to close AT&T’s acquisition of BellSouth on Dec. 29, 2006.
The M&A euphoria lifting AT&T’s stock in 2006 does not diminish the threat the Internet poses to Ma Bell’s $120 billion in revenues [...]

Is Vonage the new MCI?

Daniel Berninger, Friday, June 9, 2006 at 12:01 AM PT Comments (19)

GigaOM readers in a poll earlier this month have spoken - Vonage stock is a sucker’s bet and is headed down. The stock market seems to agree. The odds are against the company. Daniel Berninger, senior analyst with Tier 1 Research thinks otherwise, and believes that like MCI that put the squeeze on old AT&T, [...]

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