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Technology Stocks : SONS
SONS 7.830+2.8%Nov 28 4:00 PM EST
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From: FWS10/12/2013 1:40:49 PM
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A little more digging.

In an interview Todd Abbott said the Sonus transformation is on track and the world is past the inflection point of going to an all-IP world.

The USA is now 12% SIP and the rest of the world is now 5% SIP. So there is a long way to go and we are early days.

SIP has just come into its own within the last 2 years and it is still very early times in the move to unified communications. Sonus has gone from a company all about reducing cost to a company about enabling new applications. And they are just finding out what it enables. This could be a multi decade shift in communications just like the multi decade shift to ip.

SONUS will help "sweat existing assets" by enabling new applications on top of existing technology.

Click to call
Click to connect
Moving call recording from the premises of a call center to the cloud.
Tagging calls by customer not employee (apparently difficult)
Moving the circuit based world to a session based world ... and enabling all these data streams to talk to each other.

Marrying the home phone or mobile phone or byod with entertainment systems or business enterprise.
Monetizing existing trunks or sip trunks.

Here is the key. SONUS is not about bringing another suite of services. A bunch of these already exist and it is very competitive. WHAT SONUS is about is enabling these suites of services ACROSS the enterprise and infrastructure. Sonus is about enabling and allowing new applications across the networks.

There are many vendors out there, and SONUS goal is to help everyone get to a homogenous state of Unified communications by leveraging or building on top of existing infrastructure.

Sonus has something they call "access expertise."

This unencumbered "market neutral" strategy as an enabler is a good one to me and a large point.

"Our mission is to enable an application ecosystem and new business models across legacy infrastructure.

Is this kind of like the beginning of virtualization of communications to the cloud just like the stampede of of services and applications to the cloud?

Note again that sonus says they are not bringing applications..but enabling applications.. They are more like architects..and I believe a better place to be.

A clear vision and insight really helps sell and really helps execution. The path is getting more clear.

Is this the reason sonus is growing faster than the sbc eqipment makers they are lumped with?

This one won't be easy.
But I am finding through their website and video channel they are more Iinformative than I thought.
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