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Technology Stocks : SONS

SONS 7.830

+2.8%

Nov 28 4:00 PM EST

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From: Home-Run	11/25/2006 1:24:12 PM
	of 1575

Top 12 carriers by revs 1) Nippon Tel & Tel Japan - $100 billion in revenues - 105 million total customers. 55 million wireless customers. -Sonus Customer. Q3, 2006: HA said NGN Vendors named end year or beginning of 2007. Q3: DoCoMo presentation indicates core voip upgrade underway for cost reduction. SSB expects Sonus win soon. 2) Deutsche Telekom - $78 billion in revenues - 130 million customers. 94 million wireless customers - Sonus customer; Expanded w/ Sonus Q3, no news NT. VOIP core conversion apparently in trials or underway, Sonus likely choice. Notini Q3 'already sees further projects ahead 3) Verizon Communications - $75 billion in revenues - 103 million customers. 56 million wireless customers - Sonus customer; Expanded w/ Sonus Q3, no news NT. VOIP core conversion apparently in trials or underway, Sonus likely choice. 4) Vodafone - $65 billion in revenues - 186 million wireless customers. - 2005: IMS arrangements/deals with Ericsson and Nokia as 'preferred suppliers.' VOIP core conversion status/vendor unknown. 5)AT&T - $63 billion in revenues - 110 million customers. 58 million are wireless customers. - Q3, 2006: Cingular - continual Sonus ordering and revs, substantial network and sonus is clearly primary or exclusive vendor. LU IMS wins in 2005 - no real progress evidenced. 6) France Telecom - $57 billion in revenues -120 million total customers. 80 million wireless customers worldwide. - 9/2006: Currently deciding who its IMS infrastructure suppliers will be. In every country that it has a network presence (over 200) it is aiming to implement a `converged' network that can control services over multiple access technologies. 2006: Reaches 1mm lines with NetCentrex for class 5; Sonus and NetCentrex announce partnership. 2005: Chooses Ericsson for IMS deal. Orange core conversion status/vendor unknown. 7) Telefónica - $41 billion in revenues - 197 million customers. 110 million wireless customers worldwide. - 5/06: Telfonica Germany fixed line using Cisco for transit Ericsson for class 5. 2005: Telefonica chooses Ericsson for fixed line IMS/Centrex. Telefónica Moviles VOIP core conversion status/vendor unknown. 8) Telecom Italia - $37 billion in revenues - 96 million customers worldwide. 61 million wireless customers worldwide - 2005: Ericsson names 'a' IMS supplier; 2002: Voip deal with Italtel and Cisco. VOIP core conversion status/vendor unknown - 55 million mobile customers worldwide. 9) Sprint-Nextel - $36 billion in revenues - 52 million wireless customers worldwide. - CSFB analyst says Sonus won very large scale deployement. Sprint would need best VOIP for PTT transition from old network. No evidence, claims to the contrary. 10) BT Group - $35 billion in revenues - 56 million customers. 27 million wireless customers. - Ericsson chose for 1-node, apparent delays in rollout. 11) KDDI - $27 billion in revenues - 32 million customers. 24 million wireless customers. - 12/2005: Sonus exclusive deal wireline and wireless. 12) China Mobile - $23 billion in revenues - 273 million wireless customers - Huwaeii primary vendor - - JRD from yhoo msg board Message #15750 of 15750

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