When Vonage America president Michael Tribolet took the podium at the Internet Telephony Conference on Thursday, I wasn't expecting any grand pronouncements. You know, like a real triple-play alliance- not with seven-city Muni WiFi provider EarthLink (which added Atlanta to their muni Wi-Fi plans yesterday) but maybe with another lean and hungry player like, say, Cricket Wireless.
Nope none of that. But Tribolet did say a few things of note:
First, noting that he had lost 20 pounds, Michael said he did so on the "IPO diet." The largely tech crowd laughed. If this was an investment conference though, any laughs would have been tinged with nervousness.
Then getting on to more topical points, Tribolet articulated the previously uttered view that VoIP services such as Vonage are "inflection points" that could convince those residential subscribers who have not yet upgraded to high-speed Internet access to do so. In other words, people who have been convinced to try Vonage but need to upgrade their connections in order to facilitate.
The other key point- made before but made again here- Vonage's numbers point to the assertion that "223 million people have broadband." The fact that Vonage has two million subscribers indicates massive room for growth. And of course, all those new portable ways you can get your Vonage helps open up that market.
Well, that's Vonage's way of looking at it.