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Acme Packet, Inc. (APKT) Message Board

  • jabbamiah jabbamiah Aug 11, 2007 10:04 PM Flag

    Acme Packet Products

    These products offer session to border security with VOIP.

    I know Voice over IP is very big for corporate telephony.

    I believe it will take over all communications for companies.

    Big market with this technology.

    Wait and receive thy returns in plenty.

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    • I agree with your sentiment about the Corporate VoIP market. It is actually larger than the Carrier VoIP maRKET though comes with higher sales acquisition costs. The 800 pound gorilla in Enterprise VoIP is Cisco of course, and they embedded SBC capabilities in the branch office routers. Having said that, I believe AcmePacket will capture the Fortune 1000 market as they migrate to VoIP due to their platform scale and feature set. This market is not yet factored into WallStreet's estimates and is all upside in terms of EPS growth.