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To: Cooters who wrote (468)3/15/2006 8:04:51 AM
From: carranza2  Read Replies (1) | Respond to of 1575
 
If not, the buzz at VON today will surely leak out.

There will be more rumors at VON today than you can shake a stick at.

I think partnering with Atreus increases the chances that it is in fact VZ because the work would be so massive. Might be that VZ wanted SONS not to do it totally alone.

Who knows. Pay your money, take your chances.



To: Cooters who wrote (468)3/16/2006 11:19:39 AM
From: akmike  Respond to of 1575
 
Hello Cooters,

It seems like the reference was probably to Qwest, but it doesn't mean that VZ is not deploying Sonus in a Class 5 scenario.

I suspect that one day at at quarterly call we will learn of V
Z as a better than 10% customer.

I think that this week's announcement of KDDI is being underestimated by the market. KDDI currently has over 20,000,000 subscribers and this was an all-encompassing announcement which could mean over $1 billion in revenues to Sonus over the next several years.

Perhaps your Chaikin data is indicating that patient money has begun to accumulate (not that FIDO is impatient).

Best regards,

Mike