rcr wireless has a recent youtube interview with the a tech from sonus. its evident that sons has some embedded work going on with some majors. meanwhile we languish. forever? maybe hassan amhed will offer some ipo shares to long time sonus shareholders. its always nice to see companies do so well like his and broadsoft and acme. i'll be pushing a shopping cart around collecting cans and bottles.
yes, i did buy aezs between 1.10 - 1.20 the days before the fda said no thanks. I rode it down to .60's sold on a little pop. a reverse split will happen, mark my words but yes, bury your head in your #$%$. I will buy at 4 bucks after the 1 for 50 rs. good luck.
i bought at 1.10 sold at .80, looking to get something back but you have to figure a rs is in the works. a 1 for 50 would get this to 5 bucks - barely. pretty sad. i got caught up in the buzz over the growth test that the EU seemingly loved. the fda felt different. i read the filings, the doxo combo buys you an extra few months on some of the test subjects. i actually thought the growth test had some promise.
sonus is becoming embedded but how long can we scrap along. I was just reading how corps are moving to office 365 using the cloud voice option - a direct hit to cisco's unc. cloud and voice origination is the place but the same old story, early to the party, next year, 18 months.
i listened to the cc. sons is situated correctly but the industry hasn't ramped. cash is up 13m. new tier1's, new next gen customers, wifi win, cable win, asiapac, central am yet we sit with mediocre revs - mostly biz as usual. bottom line, long timers that stuck around will be here another year to see if we can get back to break even on our over 50% hair cut. dolan seemed a bit subdued with his enthusiasm but the message is the same, sons has the goods. not sure how many more years dolan can say the same thing and not get fired i believe sons is a buy out candidate and this is what I hang my hat on for the rest of this year. i still dont get why oracle paid 2b for acme yet sonus trades at 300m. if dolan is accurate that sons has the cloud nailed then we should see an offer coming. there is no poison pill, the share price is depressed. where are the suitors? at this point i just want to break even and probably get out, ive been wrong for too many years, my time is up for making the same assumptions every year. i fully admit i am not a stock picker and I have made a mess of my retirement.
the lack of reiteration of guidance explains the share price. one can only assume the 25m aint coming back.
i think rcm has it right, money managers piled out of audc and sons. all we are is cling-ons that ride up and down with $ being moved around. selling at the bottom and ignoring our convictions is not prudent. i think both sons and audc are ripe for a takeover. by 2020 the world will be 40% moved over to ims,volte,webrtc,convergence. the big fish know this and will make a move to control the smarts layer.
genband has always had venture money behind them. they are still servicing nortel dss so sonus is a perfect fit. hard to believe 2-3b of i.p. is trading for 300m with 100m in cash, no debt. no poison pill, low float, depressed price - someone has to be knocking at the door. the notion of owning sonus short at this price seems like suicide unless you are fully hedged. at least the low float will cause some pain for the manipulators.
what do folks think about this? could this merger own most of the sbc market? good for both? both companies have been left for dead so who would have a beef with a merger? is the product lines complementary? sonus still has some legs on the carrier side, audc more on the app side, can both product lines co-exist?
revs on the sbc side were growing fast and offsetting the legacy gear decline. the curve looked pretty good. sbc's are needed if we had a national strategy or more companies like google. i got it all wrong in a big way, the nation will not be moving to advanced comms any time soon. ranked 23rd in the world for advanced comms but a trillion dollars into iraq for nothing. it's a crime against the young people of our nation and the fcc and elected officials are the perps. i learned my lesson, dont invest in what you know, invest in hamburgers and chicken wings.
i heard from a softy tech that some major corps are moving to office 365 which include skype for biz. sounds like msft could be a major customer to sonus. the custom side of 365 will do any to any RT conversion for companies still using head end based video conferencing. i dont see how webex and citrix can compete unless they follow suit ...
it will come back unless the comm paradigm completely changes. i've lived through a couple of rock bottom drops for sonus. one of them i made a lot of $ off of. this one however i have no desire to throw dry powder at it even if i had dry powder, which i dont. stick in their rough, sonus has some good engineering, it has to be worth something to customers or suitors. i'm close to retirement and i made a mess as well. are you in new england rough?
i did some dd with att for tech articles. the architect of t stated that they are working with a few small companies for an open source model with where by 2020 40% of there systems will use open standards. he mentions quite often policy, sdn and nfv. i think when dolan said he has never had a better hand he was talking about being part of the base architecture for T. sons purchased sdn and nfv functions so they can be part of the overall fabric of the solution. all of this doesn't matter a hill of beans, all i see is my devastated investment strategy. all i can do is wait it out and see what happens but i am somewhat confident that sons is part of overall T next gen build. what the t is talking about has to be done with sbc's, do a google news search for at&t nfv sdn and you will see some videos/articles of the T buildout.
sons is very likely one of those small companies he speaks about. i dont believe the net nuetral ruling was part of the pull back for t, i think it was a resubmission of specs for open comms submitted to apache which sons needs to redesign to. one caveat, dont listen to me for investment advice, i made a real freakin mess, shoulda bought mcdonalds at 13 when my wife told me to, shoulda bought broadsoft at ipo when i told myself to. the good news is that i looked at lumber liquidators at 80 bucks thinking of a housing turnaround. phew!
happy 4th everyone, it's only money, money doesnt buy happiness, beer does.
i was a long time dish customer, i cut the cord recently. satellite is so yesterday and non interactive. i get 40 digi hd channels over the air and have firetv. seems that T is buying into a dead model, typical of the big carriers. i will never sign a contract with a satellite company ever again, i could go on forever how awful an experience it is.
maybe there will be some biz for webrtc and lte integration for comms and streaming content. it seems with the fcc ruling that most efforts will be over the top and not next gen software controlled. things seems pretty hopeless at the moment unless sonus starts talking and showing.