Alec Saunders writes about the whispers doing rounds in the Wall Street about Vonage shopping itself as a takeover target, rather than an IPO. S1s have been filed, but the wagon stopped there. Vonage is sitting on massive amounts of funds as well.



We knew this all along, even before the words started doing rounds in the Wall Street. The S1s are what I would call red herrings on the path of those who were following it perfectly.



It’s all a game, the company is going to sell itself. The funds etc are for improving their books, the company knows very well that the best way to make profit is to sell, not it’s services, but itself as things stand now.



Om Malik said that finding a buyer would be tough for Vonage. I agree with Om to a certain extent. But then, I speculated way back in December that it might just use the funds to buy another company.



When Vonage was beefing their infrastructure with Sonus, I agreed with Bryan Richard who said that it is bringing itself in line with other potential buyers.



What might eventually happen is that Vonage might (just might) buy a smaller company (maybe two, who knows?) who have big customers and then put itself up for sale to the big customers.



Then, I am sure finding a potential buyer won’t be that tough a proposition for Vonage. I have a feeling that in the next 3 months or so, there would be some clear signs for those who were not in - what I would term as - line of sight with future. *heh*



So will it be Sprint? AT&T?