Vonage Holdings Corp. (NYSE:VG)

the down ward motion continues...is this a possible take over in the works...?

This stock to me is purely a play on the fact that you can only lose 100% of your capital in any investment. If VG works well enough to get back to where pretty smart money invested in the IPO last year, you're talking about a 5 bagger.

That asymmetry is enough for me.

If they even stay in business that much longer...

I'd like to preface my pitch by saying that I don't have much confidence in Vonage becoming a dominant VoIP player. There is little or no moat, and the financials of this company are not completely sound (to put it nicely).

However, I do believe that the market has currently priced this stock considerably below what it will be worth at some point in the future, due to an over-reaction to pending litigation.

Specifically, I think that $3 a share is a bargain for this company, flawed as it is. I see a great chance of a double or triple once conditions surrounding the company shift.

On the other hand, I also see a decent chance of the stock going far lower based on a worsening of current conditions. I like my chances, though, of making a market-beating return on this pick, and I am willing to risk getting hosed.

I am comfortable being right only 2/3 of the time. As long as the magnitude of my hindsight-right choices out-do my hindsight-wrong choices, I'm okay. My current CAPS record reflects this. As I see it, there is a mathematical limit to my losses (100%). There is no limit to my potential up-side.

In a real-world setting, this would be a small position, I would carefully watch news surrounding the company. If the price were to drop tremendously based on more over-reaction to temporary bad news, I would consider adding to my stake.

Vonage may have a simple and cheap solution to the patent-infringement case brought by Verizon--a downloadable software patch that puts their software in the clear. They say they have already worked around two of three patent issues this way. In the best case scenario, this would put them in the clear for no cost. This might end the patent case suddenly and cause a sudden spike in the price to $6-7. Or it might be a bunch of hoo-hah.

Bottom line: I'm willing to lose big, but I feel like there is a good chance that buying at this price will afford me the opportunity to cash in a nice gain once people realize the sky might not be falling on Vonage.

Pending cout's apeal, will share market on a favorable decision to icrease.

IIOTTMCO

Going down fast. With too many competitors out there that already have a brand name in every household, Vonage will have a tough time getting in. I see them being bought out in the future by another conglomerate.

THIS STOCK IS GOING NO WAY. I SEE IT AT $1.2 IN A YEAR.

I feel sorry for all their employees who opted to take part in the company's IPO.

Vonage is a company that needs to be aquired by a larger company. Vonage is a poorly run company and is barely keeping its head above water.

It's fashionable to talk bad about Vonage...and the vast majority of those who do are former customers who are irked with customer service, or lack thereof.

Vonage was a pioneer in the VoIP field. They are too big, too old and have too much brand recognition to just go out of business once day.

The risks to their business...the VZ lawsuit, competition from deep-pocketed phone and cable companies and also competition from other VoIP providers who compete on price.

None of this changes the fact that Vonage took a technology and created an industry.

The risks are great, but I'm betting that Vonage will either get bought out by a larger company...AT&T, VZ, Level 3, Comcast...or maybe even T-Mobile. Or maybe Vonage can gather some more capital and go on a buying spree of its own to consolidate the VoIP customer base by buying several of the smaller providers.

One thing is certain...landlines have seen their best days, and wireless, email, IM don't fill the hole completely.

Too many broadband providers offer the same service at or below Vonage's price. The WiFi phone sounds promising but in the short run the stock will underperform.

I just don't have a good feeling about this stock. I used to be a subscriber and I walked away with a less than favorable impression.

Will recover somewhat here

A no-brainer. They are already doing VOIP services with software. So the internet providers will take Vonage out.

Surprisingly, still has not found a bottome.

The VOIP bubble has burst...

Great Idea, Comcast does it better.

It has been pummelled by bad press, shortsighted investors, and lawsuits. With the new work around technology they have developed, things are looking up. Expect its first profit in Q3.