My hunch: Vonage's silence could mean looming private equity deal. And then....

Andy thinks, as do I, that this could mean something big is up. After all, why put out flotsam that some cow county in North Dakota now has Vonage E911 when there could be bigger and imminent news that would recast Vonage as a service?

My hunch is that somehing in the offing:

Private equity comes in, takes Vonage private, cost-cuts down to there.

If private equity can't stop the bleeding and turn Vonage into a profitable company, the Vonage subscriber list, and maybe even their Network Operations Center, will be sold to a third party that needs their own (as opposed to partnered) VoIP capability.

Put me down for SprintNextel: VoIP, WiMax and cell would be a great triple-play.

Outside chance: Qwest. They wanted to go national by acquiring MCI (remember them?)  Didn't happen, so here could be their oppty...