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Technology Stocks : SONS

SONS 7.830

+2.8%

Nov 28 4:00 PM EST

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From: carranza2	12/19/2006 7:22:56 AM
	of 1575

Some very interesting connecting of dots taking place at Yahoo, starting with VZ and its partners laying undersea cable to China from the US capable of handling 62 million simultaneous conversations to be completed in the second half of 2008: marketwatch.com The speculation is that Nortel cannot handle the job, but Sonus can. Specifically, markanthony123 stated the following: 62million simal calls on an greenfield trans ocean ip fiber line I do not believe is in nortel's capabilities. This would require high density softswitches. Based on the job postings it is safe to assume that sonus is in the vz business unit. We also know that sonus is the long haul king and no one has the density numbers of sonus. Start the project with softswitching than a tidy in-chassis upgrade to ims brings a wealth of options. China's in the bag. He also stated: I was just thinking about those 62million concurrent voice sessions. Being an operating systems internals guy myself I couldnt imagine the man hours and engineering it took sonus to build this kind of architecture. It is widely established that sonus is now the only company that is hauling voice around the world with 5 9's and the volume they are doing. we're up 6 billion a month from last quarter. Knowing that vz biz has had a relationship with sonus since the nt fallout and also guessing that 90% of the calls orginating from china will be from a wireless set then we can say with somewhat certainty that this is an ims solution . the fiber is being strung begining in early 07 and turning live by 08. given this timeline an ims architecture would lend towards quick mobilization of service infrastructure. if vz is tackling this then the same architecture has to be in their own core, its only logical. were looking at class 5 access here with fmc for vz business customers. You would need at least 60 boxes to start and another 60 for the core. That's a billion bucks right there. now we hear that t is going ims and they are both apply for tv delivery. It's getting real interesting. This is Yahoo, mind you, where hype and BS is cheaper than air, so this is in the FWIW category. Nonetheless, I think there's a decent chance the speculation might be valid. The implications are enormous if true.

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