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To: Jay King who wrote (63)1/11/2001 10:22:04 AM
From: Platter  Read Replies (1) | Respond to of 1575
 
10:07 ET Movers Of Note : PSINet (PSIX 2 29/32 +13/16, +39%), heavily-shorted telecom services stock continues to rally.... Ventro (VNTR 1 1/2 +3/8, +33%), broken B2B name regaining a following.... Covad (COVD 2 29/32 +13/32, +22%), more accumulation of down, but not out, telecom issues -- this time a DSL play.... Also worth keeping an eye on is Sonus (SONS 25 11/16 +2 11/16), which has demonstrated unusual strength in early trading.

from briefing.com



To: Jay King who wrote (63)3/2/2001 2:44:07 PM
From: danofthebes  Read Replies (1) | Respond to of 1575
 
Sonus passes Cisco,Nortel and LU in VoIP ports shipped

This is further highlighted by traditional Communication Equipment sales representing 37.9 percent of total expenditures in Q4 2000, down from 42.7 percent in the same period last year. Conversely, packet-based Communication Equipment continues to gain a larger piece of the telecom pie, representing 31.7 percent in Q4 2000 of Communication expenditures, up from 26.8 percent in the year ago quarter.

Significant events in the quarter include:

-- Sonus surpassed Lucent, Cisco, and Nortel for the most VoIP ports shipped in the quarter causing a dramatic market share shift in the nascent Packet Voice market.
-- Optical Networking Equipment posted substantial growth rates in Q4 increasing over 30 percent to $7.8 billion from the year ago quarter. Nortel and Alcatel remain the dominant players in the Optical market with Nortel and Alcatel garnering the No. 1 and No. 2 positions of 32 percent and 26 percent, respectively.
-- Soft Switch and Application Servers sales continue to show great promise with quarterly sales hitting $60 million, an 85 percent sequential increase.
businesswire.com