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To: estatemakr who wrote (962)3/15/2007 11:30:04 AM
From: Cooters  Read Replies (1) | Respond to of 1575
 
Any time you are talking about voice services that use the public internet, that are "best-effort" services, it tends to not directly impact Sonus. True it can pressure operators to move toward the carrier class IP Voice that Sonus enables, but that is indirect and nebulous.

Another side angle, as we move down the migration path of 3GPP, 3GPP2, and the 802's, any time you see Skype services you can surmise(loosely<g>) the edge of the network will also support carrier-class IP Voice applications, which is where we will see the hockey stick revenues.