Alcatel (ALA)
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ALA Forum Topics
- All Comments on ALA
- General Discussion on ALA
- BT Group: Reversing a Victorian Tradition [view article]
- Motorola Shopping for a Middleware Company? [view article]
- Jim Cramer's Mad Money In-Depth Stock Picks, Aug. 9 [view article]
- Prediction on Alcatel: Under $10 Within 3 Months (ALA) [view article]
- Lucatel: Initial Reactions to the Lucent-Alcatel Merger (LU, ALA) [view article]
- Chart: Networking Technology Stocks - Revenue Per Employee [view article]
- Alcatel / Lucent Technologies Inc. Merger Announcement Conference Call Transcript (ALA, LU) [view article]
- Lucent Stockholders Take Note: Alcatel Deal is No 'Merger of Equals' (LU, ALA) [view article]
- A Lucent Investor's Concern On The Alcatel Merger Idea (LU, ALA) [view article]
- One Page Barron's Summary [view article]
- Trailing 12 Month P/E for Networking Technology Companies [view article]
loading ...Recent ALA Articles
- BT Group: Reversing a Victorian Tradition
- China's Eventual 3G Rollout Could Favor EU Vendors
- Lucent-Alcatel Merger Approved by White House
- Motorola Shopping for a Middleware Company?
- Alcatel and Lucent Shares Rise Despite Weak Earnings
- Alcatel Talks Up Video; WiMAX Gathering Steam
- Barron's: Cisco To See Ongoing Growth
- Can Comverse Form the Backbone of an Alcatel Competitor?
- Patricia Russo on Taking the Lucent-Alcatel Helm -- "The Buck Stops With Me"
- Winners and Losers in the Optical Communications Market
- Full List of Articles »
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General Discussion on ALA
Is this a buy or a sell? ReplyBT Group: Reversing a Victorian Tradition [view article]
Andrew ... hate to say we told you so ... but ... ;) ReplyBT Group: Reversing a Victorian Tradition [view article]
Nice call c5022b!!! Thanks for the info months ago ReplyBT Group: Reversing a Victorian Tradition [view article]
Nice call c5022b!!! Thanks for the info months ago ReplyBT Group: Reversing a Victorian Tradition [view article]
Who is BT using for their Softswitch vendor? ReplyBT Group: Reversing a Victorian Tradition [view article]
Ok, I'll try this againVikram Saksena, Sonus Networks CTO, @Raymond James, 3/5/07
“In Europe operators are using the existing unbundled copper loops ..Our customers such as Deutsche Telekom, Carphone Warehouse and Cable and Wireless basically went down the path of Deploying a product called MSAN, which basically ties back to the copper loop and then using Sonus as the softswitching platform and PSTN and breakout platform for connecting into a MSAN type architecture. **Now, this is going to spread in most of the large carriers in Europe because everyone is on this path and we feel there is a huge opportunity in front of us to take the lead in this space of access voip services."** Reply
BT Group: Reversing a Victorian Tradition [view article]
A little on Sonus and MSANs ....>>
;) Reply
BT Group: Reversing a Victorian Tradition [view article]
I judge a company based on where they derive their revenue, not announced products that may indicate a hopeful direction but have yet to gain real traction. Sonus sells gateways. That's their big business. I think the gateway business is going away. When it does, SBC vendors will still be there. Gateway vendors will not.When Sonus starts selling large quantities of other equipment I'll change my mind. Until then I'll stand by my assertions.
Please name one carrier using Sonus as a true SBC, providing transcoding and security at the NNI. Reply
BT Group: Reversing a Victorian Tradition [view article]
www.sonusnet.com/conte...www.sonusnet.com/conte...
"Based on Sonus Networks' market-leading GSX9000 platform, NBS is the only carrier-class solution that provides IP-to-IP border control and PSTN media gateway capabilities – integrating security, session control and media control.
This integrated approach allows carriers to protect their investment as network traffic evolves from purely TDM to a mixture of TDM and IP, to purely IP-based" Reply
BT Group: Reversing a Victorian Tradition [view article]
The thing I can imagine the author is referring to as labeling Sonus as a company tied to TDM is b/c of their high % of gateway sales. Gateways of course tie in IP to TDM. But the main reason that Sonus has had in the past few years a high % of their sales from gateways is b/c that is all most carriers have done.End to end all IP just hasn't been adapted en masse yet. And I think that is what the author is trying to say about APKT, b/c as the networks evolve the need for SBCs will go up and APKT will probably see higher demand for that as carriers shy away from TDM.
The reason why Sonus has sold mostly "TDM-tied" gateways is b/c most of the initial transitions to VOIP have been either TDM hybrids, mostly for the cable industry, and core deployments. And core deployments in a TDM network are by definition TDM tied. But the reason for that is major carriers have yet to do VOIP access, so to expect high ALL IP VOIP equipment sales to date is a little niave. But nevermind the fact that the only major NON-TDM VOIP deployments in the entire world have been Sonus.
But again b/c Sonus has had a high % of sales of gateways doesn't mean that Sonus is "tied" to TDM. Sonus softswitch architecture is based on an all IP, SIP based, "TDMless" evolution of the networks. The thing that I think the author might have a rif against Sonus about is b/c Sonus actually has a NBS (Network Border Switch) which incorporates what an SBC does an then some ... essentially negating the need for a separate SBC switch from a company like APKT.
Bottom line, no matter which way you cut it the statements in this article implicates that at best the author doesn't know much about Sonus networks. But since Sonus networks is looking to be a major VOIP player, that then does raise the question on the validity of the entire article and knowledge base of the author to comment on the industry, in my humble opinon. Reply
BT Group: Reversing a Victorian Tradition [view article]
"Sonus Networks (SONS), who provide a solution that bootstraps existing TDM investments."FYI, Sonus is the ONLY major carrier class VOIP solution provider (not excluding APKT's and their SBCs) whose VOIP solutions are NOT tied to TDM investments. Is in fact just the opposite. NT, LU, SI, etc are the major vendors whose solutions are hybrid/bolt-on TDM solutions for VOIP. Sonus' ... well just are not. That simple.
Not saying that this means APKT won't do well, b/c they probably will. But trying to put APKT in a good light by comparing it to a TDM tied VOIP solution ... and using Sonus for that comparison is just simply wrong. Period. It is like I said, just the opposite. Sonus' solutions are all SIP and ALL IP meant to totally REPLACE the TDM solution. The only reason why Sonus' solutions haven't done better over the last few years b/c the primary deployments were indeed solutions by NT, etc which indeed tied directly to the TDM investments, where Sonus' solutions completely remove the TDM investment.
It is literally the exact opposite of the author's basis for the entire comparison between SONS and APKT.
It really makes the entire article questionable. Reply
Freeberg
Motorola Shopping for a Middleware Company? [view article]
Ohhh I'm sorrry, the answer was Netopia, Netopia was the answer that we were looking for, and how much did they wager? $208 million in an all cash deal Alex.www.chron.com/disp/sto... Reply
Williams
Jim Cramer's Mad Money In-Depth Stock Picks, Aug. 9 [view article]
www.auctionbusinessrev...Rick Williams Reply
Prediction on Alcatel: Under $10 Within 3 Months (ALA) [view article]
Andy, agree with the $10 prediction, but this is a tough one to figure out in the long term. Its easy to claim the headcount/finanical synergies, but Im not sure that the IPR/product/business practices will mesh quickly and this will be a long slow merger resulting in lack luster performance of this company for many years to come.Frankly, I still wonder why Alcatel did this!
Adam Reply