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Technology Stocks : SONS
SONS 7.830+2.8%Nov 28 4:00 PM EST
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From: Home-Run1/17/2005 7:04:15 PM
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January 16, 2005 in VoIP | Permalink | TrackBack (0)

Light Reading - Did Sonus Land Time Warner?
Light Reading - Networking the Telecom Industry has a report of Sonus landing a deal with Time Warner to supply key infrastructure, like the softswitch that will support the TW VoIP rollout. Clearly if true it signifies that TW wants to use their own network for VoIP management, and is not going to rely on a third party like Level3 or DeltaThree (who just did a deal with SBC).

In business there are two ways to construct a network, buy or build. It would seem when it comes to VoIP TW is doing both, buying from Level3 for AOL/Talk and building when it comes to their VoIP customers who are broadband connected. I'd call that a smart hedge strategy.

For Sonus, if this is real, it further validates their recovery plan and gives them one more big player in their customer list.
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