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Technology Stocks : SONS
SONS 7.830+2.8%Nov 28 4:00 PM EST
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From: Home-Run11/23/2006 2:17:48 PM
   of 1575
 
KDDI Research
I've done some research and confirmed that the $40 million or so KDDI just spent with Sonus was just for converting the 8 million landlines to long-distance voip.

The next phase will be converting the wireless long distance to voip. There are 24 million customers there. Moreover, KDDI hsa confirmed this wil be done by March 2008.

8 million for wireline = $40 million (this past quarter)

24 million for wireless = $160 million.

**$100mm+ just from KDDI next 4 q's..And that's just phase 2.

**Phase 3 will probably be wireline class 5 access and FMC, services. Another $50-$100 million. late 07 - 2008.

**Phase 4 will probably be all-ip wireless access, including sons new solutions to replace traditional MSC's. 2009-10. Probably with Motorola.
This could be 300-500 million especially when you consider the current MSC capex and new services apps sonus will be able to provide at that time.

Total deployment over next 4 years should be $500 million - maybe much more.

Then you have Sprint which is even bigger, DT which is much bigger.

Happy Thanksgiving.
----------------------------------------------------------
The ten bigger than KDDI
sales in billions; active lines is wired and wireless
(s)= Sonus looking very good as primary/substantial VOIP vendor. Wonder who else will join. :)

Telecom Operator Sales Active Lines
Nippon Tel & Tel Japan (s) 100 100+
Deutsche Telekom (s) 78 144
Verizon Commun (s) 75 103
Vodafone United Kingdom 65 186
AT&T (s) 63 100+
France Telecom 57
Telefónica Spain 41 195
Telecom Italia Italy 37
Sprint Nextel (s) 36 52
BT Group United Kingdom 35



- from yhoo board - jrd0168
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