Some mumblings on Sonus Networks.
Raymond Dolan led flarion which was bought by Qualcomm, and is now the ceo of sonus.
He sees something that is clear to him but just being understood by me.
He sought to restructure and refocus and turn around the company. He seeks to capitalize on the proliferation of the BYOD device and how it connects back to the enterprise.
He is targeting sonus into the little big bang that is starting in the telecommunications networks as devices talk, text, sms, ims, send video and data back and forth.
Working at Q definitely gives him an edge in seeing how these signals talk and are controlled through the network.
Session border controllers, media gateways, enhanced services and controls, true unified communications are eexciting words ive picked up.
Here is the best sentence, "diameter is the signaling protocol that handles authentication, authorization and accounting messages in the IP Multimedia Subsystem IMS architecture. As more subscribers move to IMS based 4G LTE networks, service providers are expecting an exponential growth in diameter traffic generated by smartphones and other mobile devices.
This is the growth driver.
His aim is to make Sonus a profitable growth company. Has started buybacks. Sees return to profitability by eoy. Increasing revenue and customer base. New partnerships. Sees light toward long term profitability. Started share buybacks.
Sonus, the little that could.... Is now the time?
(Tired today, 2 weeks from the work anniversary ive been waiting 5 years for. And I see some light today.) |