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October 30, 2004


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I first came across blogs, specifically yours, when researching the VoIP industry for an MBA business plan-writing project. I never had much intention of starting the services business I eventually conceptualized as part of that exercise. However, in the months following completion of my MBA I continue checking VoIP Watch, Om, and others on what has become a daily basis. Through a combination of what I learned on these blogs, due diligence on public company financials, and my own insights that I gleamed in writing the business plan, I eventually concluded that, even if I didn't start my own company, I HAD to make a VoIP play and shifted a significant portion of my savings into a VoIP investment portfolio.

The "assymmetrical thinking" you and others share in the blogging community neutralize the information assymmetry that traditionally tilted toward insitutional investors. James Enck has it right.

Thank you for your contributions.

- Truck

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