tag:blogger.com,1999:blog-111625888449512416.post7692084330780978975..comments2023-09-23T10:17:21.090-04:00Comments on Jon Arnold's Analyst 2.0 Blog: Acme Packet - IPO On The WayJon Arnoldhttp://www.blogger.com/profile/06682272532870959943noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-111625888449512416.post-14622945085317152922006-06-13T07:21:00.000-04:002006-06-13T07:21:00.000-04:00Posted by: Q. Smithe
C'mon now Medhavi...at l...Posted by: Q. Smithe<br /><br />C'mon now Medhavi...at least let the readers know you have a vested interest in NexTone. ;->Jon Arnoldhttps://www.blogger.com/profile/06682272532870959943noreply@blogger.comtag:blogger.com,1999:blog-111625888449512416.post-16000591152096491792006-06-08T21:16:00.000-04:002006-06-08T21:16:00.000-04:00Posted by: gary
What is surprising/weird about Ac...Posted by: gary<br /><br />What is surprising/weird about Acme's S1 is they market they have 240 customers yet 52% of last two quarters revenue comes from just four accounts. I think they either have a scaling problem or just a small entry product or is the market or accounts just trying them but not growing? Or is it just some grand marketing until they get bought like Kagoor? That was a pretty small deal and now you don't hear or see them in accounts.Jon Arnoldhttps://www.blogger.com/profile/06682272532870959943noreply@blogger.comtag:blogger.com,1999:blog-111625888449512416.post-48910139101732340422006-06-06T23:22:00.000-04:002006-06-06T23:22:00.000-04:00Posted by: Medhavi Bhatia
I think John is being t...Posted by: <a href="http://techpiper.blogspot.com/">Medhavi Bhatia</a><br /><br />I think John is being too nice. First of all SBC is not a clearly defined market yet - it is still specific to telcos. Moreover I think of all the carriers offering VoIP service to consumers and businesses, Vonage would certainly be considered a leader and that IPO didnt do too well. The only thing that favors the SBC companies is that there are a lot of carriers to sell to. Most of these carriers will not make money off VoIP in the next couple of years.Jon Arnoldhttps://www.blogger.com/profile/06682272532870959943noreply@blogger.comtag:blogger.com,1999:blog-111625888449512416.post-14701022591761055132006-06-04T21:15:00.000-04:002006-06-04T21:15:00.000-04:00Posted by: Kevin Chou
Thanks for the nice words a...Posted by: <a href="http://www.financehuddle.com/blog">Kevin Chou</a><br /><br />Thanks for the nice words about Acme Packet. I'm an investment professional at Canaan Partners, and of course we're quite excited about Acme Packet. We actually have 7 IPOs in the hopper for this year, with Acme Packet being one of our tech IPOs.<br /><br />You touched on a great point, which is what the Vonage IPO will do to the overall communication market's appetite for future offerings. Hopefully savvy investors will be able to seperate the two. Thanks for the good analysis.<br /><br />Best,<br /><br />KevinJon Arnoldhttps://www.blogger.com/profile/06682272532870959943noreply@blogger.comtag:blogger.com,1999:blog-111625888449512416.post-2425768286651724332006-06-04T21:14:00.000-04:002006-06-04T21:14:00.000-04:00Posted by: Kevin Chou
Thanks for the nice words a...Posted by: <a href="http://www.financehuddle.com/blog">Kevin Chou</a><br /><br />Thanks for the nice words about Acme Packet. I'm an investment professional at Canaan Partners, and of course we're quite excited about Acme Packet. We actually have 7 IPOs in the hopper for this year, with Acme Packet being one of our tech IPOs.<br /><br />You touched on a great point, which is what the Vonage IPO will do to the overall communication market's appetite for future offerings. Hopefully savvy investors will be able to seperate the two. Thanks for the good analysis.<br /><br />Best,<br /><br />KevinJon Arnoldhttps://www.blogger.com/profile/06682272532870959943noreply@blogger.com