Z Best Place to Talk Stocks Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Z Best Place to Talk Stocks

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Larry S. who wrote (50418)	1/7/2004 4:44:22 PM
From: Venkatesh Nakkala	Read Replies (1) of 53068

you can see the release in the news, but basically Verizon is starting to replace their traditional central office switches with packet switches ... after a trial they did in 2002 with NT VOIP...this is the first major contract for all the bells that have to convert over the next few years from their traditional switches to a more converged networks... some of the news media have been saying that Lucent still has ways to go with its softswitches (otherwise typically big companies like Verizon give out contracts to both LU and NT ..like $1 billion to NT and $1 billion to LU)...and verizon is apparently LU turf (in terms of their traditional switches).... they dont have any numbers in terms of $$$ for this contract, but it could be over $2 billion.... Please note these are just my opinions here.... hope this helps....basically over hte next few years, most of the bells and long distance carriers have to upgrade their switches to VOIP...CSCO has a solution thru their Routers, but it could be more economical for carriers to leverage their existing switching equipment by using a NT type solution...also SONS type solutions require a replacement of the traditional switches with SONS switches (again probably more expensice)...notice SONS dropped by .90 today..... VOIP is really big, India's Reliance company gave a $400 million contract to CSCO recently.... Again, these are all only my opinions, Venkatesh

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next