Acme Packet Inc. (APKT)
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- Tracking Jim Cramer: Stellar February 2007 Performance [view article]
- Handset OS Fragmentation is Here to Stay [view article]
- BT Group: Reversing a Victorian Tradition [view article]
- Acme Packet: A Small Company With Great Potential [view article]
- Tech IPOs Opening Much Too Aggressively [view article]
Recent APKT Articles
- Acme Packet Downgraded, Analysts Abandoning Ship
- Tracking Jim Cramer: Stellar February 2007 Performance
- Handset OS Fragmentation is Here to Stay
- Acme Packet: A Small Company With Great Potential
- Needham Sees 39% Upside in Acme Packet Shares
- Acme Packet Surges On Slight Outperformance, But Goldman Is Concerned
- Tech IPOs Opening Much Too Aggressively
- BT Group: Reversing a Victorian Tradition
- Tech IPOs: Cream of the Crop - Barron's
- Acme Packet and Akamai: SIPlified Content Distribution
- Full List of Articles »
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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