-
Strategies for a discontinuous future.





Consulting & advisory, research notes, in the press, about bubblegen,
next wednesdays.





Monday, November 24, 2003
 


Wow. Vonage hits the jackpot and raises $35 million, mostly from NEA. NEA must have realized that the telcos have announced VoIP, have nothing to back it up, and are going to start making acquisitions any day now. It's a good bet - the exit strategy is clear, short-term, fairly riskless, and they stand to realize a fair amount on their investment.

-- umair // 8:57 AM //


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