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Technology Stocks : SONS -- Ignore unavailable to you. Want to Upgrade?

To: voop who wrote (601)	7/29/2006 10:15:39 AM
From: Cooters	Read Replies (1) \| Respond to of 1575

I would expect major incumbent wireless operators will award IMS contracts to one of their RAN vendors, just the way it is. Sonus will see IMS contracts from new entrants and possibly cable down the road. However, we still are the leader in equipment specific to VoIP. If LU or NT had equiv. products we would have issues, but then I doubt we would own Sonus. Cingular tells the tale IMO, Lucent VoIP equipment just doesn't cut it. I would expect Sonus will expand their leadership to Video in some fashion, you know I love video telephony and am distraught it has gone nowhere. Would love to see Sonus solve the problem.