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Re: Diggin' into Vonage's S-1
by
Anonymous
Again,
With the greatest respect. This is virgin territory, how do you know how much to spend if you are changing the market. I certainly would not model my self agians tthe Wireless or RBOC providers.
Momentum stock for sure. My guess is they float 20% of the company continue to add customers and then at some point get acquired.
The real question is if they don;t go public in May or by Mid-June they will have to wait until October as bankers typcially holiday late June through labor day.
Not sure they have enough cushion cash to wait. They may slow down marketing expenses to save cash for the fall.
When do you think they will float the IPO?
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