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Mark Evansthe blog - examines the world of telecom and technology from a distinctly Canadian perspective.the person - lives in Toronto, CA with his wife and three children, and works as director of community with PlanetEye Inc. 
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If not 8x8, Then Who?
by
Mark Evans
on Sat 29 Jan 2005 04:30 PM EST | Permanent Link
To pursue the 8x8 train of thought a little more, I'm wondering how investors can leverage the emergence of VOIP. Do they take advantage of industry growth by pursuing companies in the hardware, software, security or service sectors? If so, do they stick with well-known brand names such as Symantec, Juniper, Cisco and Nortel, or are there interesting niche players out there? Any feedback/ideas would be much appreciated - not from a personal investment point of view but in terms of getting a better handle on whether the investment opportunities out there come anywhere near the hype surrounding VOIP.
Comments
Re: If not 8x8, Then Who?
by
Anonymous
on Mon 31 Jan 2005 09:09 AM EST | Permanent Link
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.
Re: If not 8x8, Then Who?
by
Anonymous
on Wed 09 Mar 2005 05:07 PM EST | Permanent Link
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.
Re: If not 8x8, Then Who?
by
Anonymous
on Thu 10 Mar 2005 11:28 AM EST | Permanent Link
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". Re: If not 8x8, Then Who?
by
Anonymous
on Fri 22 Apr 2005 01:12 AM EDT | Permanent Link
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 Trackbacks
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