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Sonus Networks, Inc. Message Board

  • talk2deehand talk2deehand Jun 9, 2005 1:54 PM Flag

    BIG NEWS SONS HAS BLS DEAL!

    http://www.lightreading.com/document.asp?doc_id=75477&site=supercomm&WT.svl=news
    1_1


    Source: Sonus Has BellSouth Deal

    JUNE 09, 2005

    CHICAGO � Supercomm 2005 � BellSouth Corp. (NYSE: BLS - message board) is ramping up for a residential VOIP service launch within the next 12 months and has selected Sonus Networks Inc. (Nasdaq: SONS - message board) as its softswitch supplier, according to an industry source with inside knowledge of negotiations.

    The source, who requested anonymity, says Sonus landed the deal ahead of Siemens Communications Group. Sonus says there is no news to report at BellSouth, noting that the RBOC is already a customer.

    But Sonus's initial engagement at BellSouth was four years ago, when the RBOC announced it would use Sonus technology to offload dialup Internet traffic from its circuit-switched network to reduce the traffic loads building in its Class 5 switches.

    Now, following last year's launch of hosted business VOIP services using a gateway bolt-on system from Lucent Technologies Inc. (NYSE: LU - message board), the carrier is believed to be gearing up for a broader VOIP service launch, and might even resell services from a specialist VOIP service provider such as 8x8 Inc. (Nasdaq: EGHT - message board) to launch a service quickly while it deploys the Sonus gear.

    BellSouth, which named Sonus as the Charity Sponsor of its Classic annual golf tournament in March this year, had not returned calls seeking comment as this article was published.

    The deal would give Sonus a very strong position with the major U.S. operators. Qwest Communications International Inc. (NYSE: Q - message board) is a long-time customer; Verizon Communications Inc. (NYSE: VZ - message board) is a customer; and AT&T Corp.'s (NYSE: T - message board) extensive use of Sonus technology could give the softswitch vendor a big chance of extending into SBC Communications Inc. (NYSE: SBC - message board) once the two operators merge (see Sonus Details Verizon Deal, Q2 Results and SBC/AT&T: Possible Winners & Losers).

    Sonus, which this week expanded on the IMS strategy outlined in a recent in-depth interview given by CTO Mike Hluchyj, has already been on the right side of the news this week (see Sonus Supports IMS and Mike Hluchyj, CTO, Sonus Networks). Its stock rose 6 percent yesterday to close at $4.64 as the Securities and Exchange Commission (SEC) ended its formal investigation into the company following its accounting issues during the past year or so (see Sonus Cleared by SEC, Stock Jumps).

    Also this week, Sonus announced a micro version of its softswitch and named a Japanese cable company as a new customer (see Sonus Shrinks Its Softswitch and Japan's Jupiter Wants Sonus).

    � Ray Le Maistre, International News Editor, Light Reading"

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    • Just in case you missed it the first time around. Sonus is to VoIP what CSCO was to networking 15yrs ago!

      -----------------------------------------

      http://www.lightreading.com/document.asp?doc_id=75477&site=supercomm&WT.svl=news 1_1

      Source: Sonus Has BellSouth Deal

      JUNE 09, 2005

      CHICAGO � Supercomm 2005 � BellSouth Corp. (NYSE: BLS - message board) is ramping up for a residential VOIP service launch within the next 12 months and has selected Sonus Networks Inc. (Nasdaq: SONS - message board) as its softswitch supplier, according to an industry source with inside knowledge of negotiations.

      The source, who requested anonymity, says Sonus landed the deal ahead of Siemens Communications Group. Sonus says there is no news to report at BellSouth, noting that the RBOC is already a customer.

      But Sonus's initial engagement at BellSouth was four years ago, when the RBOC announced it would use Sonus technology to offload dialup Internet traffic from its circuit-switched network to reduce the traffic loads building in its Class 5 switches.

      Now, following last year's launch of hosted business VOIP services using a gateway bolt-on system from Lucent Technologies Inc. (NYSE: LU - message board), the carrier is believed to be gearing up for a broader VOIP service launch, and might even resell services from a specialist VOIP service provider such as 8x8 Inc. (Nasdaq: EGHT - message board) to launch a service quickly while it deploys the Sonus gear.

      BellSouth, which named Sonus as the Charity Sponsor of its Classic annual golf tournament in March this year, had not returned calls seeking comment as this article was published.

      The deal would give Sonus a very strong position with the major U.S. operators. Qwest Communications International Inc. (NYSE: Q - message board) is a long-time customer; Verizon Communications Inc. (NYSE: VZ - message board) is a customer; and AT&T Corp.'s (NYSE: T - message board) extensive use of Sonus technology could give the softswitch vendor a big chance of extending into SBC Communications Inc. (NYSE: SBC - message board) once the two operators merge (see Sonus Details Verizon Deal, Q2 Results and SBC/AT&T: Possible Winners & Losers).

      Sonus, which this week expanded on the IMS strategy outlined in a recent in-depth interview given by CTO Mike Hluchyj, has already been on the right side of the news this week (see Sonus Supports IMS and Mike Hluchyj, CTO, Sonus Networks). Its stock rose 6 percent yesterday to close at $4.64 as the Securities and Exchange Commission (SEC) ended its formal investigation into the company following its accounting issues during the past year or so (see Sonus Cleared by SEC, Stock Jumps).

      Also this week, Sonus announced a micro version of its softswitch and named a Japanese cable company as a new customer (see Sonus Shrinks Its Softswitch and Japan's Jupiter Wants Sonus).

      � Ray Le Maistre, International News Editor, Light Reading"

    • Coz:

      "In this case, LR is saying its source says SONS has "won the business". To me, there is a clear difference.

      Now, on the other hand, the "industry source" may be a bullshitter with some bias/agenda .. but i think that the chance that LR is only speculating is slim.

      It could be a leak from either SBC or SONS, or from a fund hoping to create a rise.."

      You've got a point there, and there's a good percentage probability that LR is right. But...even so...if somebody inside is leaking information that is patented illegal as leaking is tantamount manipulation for own gain. You don't think that insider leaking is doing it for you or me do yah? <VBG>

      In any event this is but one more example of the SEC being toothless when it comes to stock manipulation......so...you simply learn to play the game with this recognition at heart. Hell...clearly all the pro's do...

    • this is a direct deal!!! not an arranged marriage ....

    • Well I'm not a shorting expert by any means but on GOOG it doesn't look like it will be slowing down all that much till it hit's $315 or so.

      Got a slew of $350/$360 upgrades on it in the last few days but I think that if and when GOOG broaches that magic $300 mark it'll do a pop and run then stall and retrace for a bit to a point back under $300.

      When that pop and run stalls that would be the time to short them if you want to take a chance on them because GOOG will surely see a round or two of profit taking that could make quite a dent in it's stock price, but makes sure you see it as a near term one-two-maybe 3 day max type of short as GOOG will then rebound and make some more strong up moves to $320 and higher.

      Course I'm a bit bias on GOOG as I've been into GOOG since it was $187!!

    • shorting XOM in hurricane season strikes me as scary

    • seems like a little off topic guys. but while you're at it:

      I'm shorting PDCO and XOM. might get stopped out of XOM pretty quicly though..technicals were primed for drop, I still think it will.

      anyways I'm making plenty of money on SONS.

    • one thing about goog, if yer wrong, there's lots of time to get out

    • Let us all know when you're ready to short GOOG. I'll join you.... :-)

    • yesterday almost looked like short time at goog, but...everytime you think it is..yer wrong...and now with these 360 targets...you know there are suckers to buy right up to it!

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