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Technology Stocks : SONS
SONS 7.830+2.8%Nov 28 4:00 PM EST
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To: voop who wrote (598)7/27/2006 12:35:51 PM
From: Cooters   of 1575
 
Voop,

LU and NT are in the same position now as they were under a standard IMS, the incumbent RAN vendor. No more, no less. The nimbleness of Sonus and the software focus should play well into non-standard IMS deployments, in that respect this is positive. The sincerity of VZW also plays to SONS strengths. The slight negative is they will not be doing a panic core upgrade, which would almost certainly have been Sonus.

On net positive.

Bigger picture, since I would expect the 3GPP crowd to remain on standard IMS path, one by one they should follow Cingular upgrading their core networks. Beaucoup business coming.
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