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To: quartersawyer who wrote (1449)5/2/2008 3:12:35 PM
From: carranza2   of 1516
 
Al the previous filings by Chandler and his group noted a purely passive investment with no intention of influencing corporate events. The new filing indicates a change; they are clearly going to try to influence events somehow.

The nature of that 'somehow' is of course the $64 question.

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To: carranza2 who wrote (1450)5/9/2008 12:33:26 PM
From: estatemakr   of 1516
 
Nice market reaction to the earnings announcement. Particularly in light of the overall negative market direction today. Perhaps the utter apathy and indifference to this stock (based upon the inactivity on this board!) indicates that the bottom is indeed in, and we can climb a wall of worry....one can only hope ;-)

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From: Bristlehead5/12/2008 2:01:31 PM
   of 1516
 
Is the Sonus/Tata as big as it sounds or fairly limited in scope? The fact that Sonus is in with Tata sounds big to me. The fact that no one has commented on it makes me believe it is fairly limited.

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From: John Hayman5/12/2008 3:16:08 PM
   of 1516
 
Sonus Rallies On Strong Q1; Merriman Ups Rating To Buy
Posted by Eric Savitz
Sonus Networks (SONS) shares are trading higher this morning after the VoIP infrastructure provider reported better than expected first quarter profits.

Sonus posted Q1 revenue of $74 million, which was actually a tad below the Street consensus of $74.3 million. But non-GAAP profits of 2 cents a share was better than the penny a share loss the Street had expected.

Merriman Curhan Ford analyst Tim Savageaux observes in a research note this morning that gross margin in the quarter of 64.3% was well ahead of his estimate of 58.5%, “driven by both product and service margin upside.” He also notes that operating expenses came in below expectations, resulting in an operating margin of 6%, rather than the -0.3% he had forecast.

Savageaux raised his rating on the stock to Buy from Neutral. Among other things, he cited “the potential for a resurgence of next-generation network spending at NTT in Japan,” strong capex trents at AT&T (T), the company’s top customer, and a recent win at BT. He also notes that the company has a strong balance sheet with $400 million in cash and no debt.

He upped his 2008 EPS estimate for the company today to 17 cents from 13 cents; for next year he goes to 22 cents from 18 cents.

SONS today is up 21 cents, or 5.5%, at $4.10.

blogs.barrons.com 

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From: Bill Wolf5/20/2008 8:14:39 AM
1 Recommendation   of 1516
 
AP
Sonus Networks names former Motorola executive as CEO
Tuesday May 20, 7:58 am ET
Sonus Networks names Richard N. Nottenburg to succeed Hassan Ahmed as president and CEO


WESTFORD, Mass. (AP) -- Networking hardware and software maker Sonus Networks Inc. said Tuesday Richard N. Nottenburg, a former executive at Motorola Inc., will succeed Hassan Ahmed as president and chief executive.
Ahmed, 50, will continue to serve as Sonus Networks' chairman after Nottenburg joins the company in mid-June. Ahmed has served as CEO since 1998 and as chairman since 2004.

Nottenburg, 53, served as executive vice president and chief strategy and technology officer for Motorola. Previously, he was vice president and general manager of Vitesse Semiconductor Corp. after its combination in 2003 with Multilink Technology Corp., where he was co-founder and CEP.

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To: Bill Wolf who wrote (1454)5/20/2008 8:46:22 AM
From: carranza2   of 1516
 
Chandler's influence being felt.

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To: ELH1006 who wrote (1444)5/23/2008 9:04:48 AM
From: Qgent2 Recommendations   of 1516
 
Qualcomm Invests in Picocell Developer


Connecting the dot's Qualcomm,Ip.Access,Sons,Cisco,Intel,etc - it looks like Sons is in very good company.

cellular-news.com 

Femtocell and Picocell developer, ip.access has announced that Qualcomm has made a strategic investment in the company as part of Qualcomm’s European investment fund. Terms of the investment were not disclosed.

Qualcomm joins existing investors - Cisco, Intel Capital, ADC, Motorola Ventures, Scottish Equity Partners, Rothschild Gestion and Amadeus Capital Partners - to provide funding support for ip.access’ Oyster 3G femtocell system. The Oyster 3G uses a residential broadband connection to deliver a 3G signal in the home, and is currently being trialled by several networks operators worldwide.



ipaccess.com 

Snip

Sonus Networks and ip.access deliver fixed mobile convergence
Sonus Networks and ip.access Make One Number, One Voicemail, One Call A Reality At CTIA 2008

At CTIA 2008, Sonus Networks and ip.accesswill be demonstrating a complete broadband mobile convergence solution that combines the Sonus mobilEdge™ Wireless Access Node with ip.access' Oyster 3G™ femtocells and nanoGSM® 2G picocells.


I think it's time to get my toes wet with this one.

Qgent

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From: FWS6/15/2008 1:36:00 PM
1 Recommendation   of 1516
 
BTW: Where is Cooters and How is he?

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

SONUS NETWORKS USHERS IN NEW GENERATION OF IP VOICE SERVICES

At NXTComm 2008, Industry Leader Sets the Global Stage for Enhanced Consumer Experiences

WESTFORD, Mass., June 12, 2008 –

Sonus Networks, Inc. (Nasdaq: SONS), a market leader in IP communications infrastructure, today announced its plans to demonstrate at NXTComm 2008 held in Las Vegas from June 17-19 how operators around the globe can launch a new consumer experience that promises to redefine the telecommunications industry. In booth SU9208, Sonus will show operators how they can deliver a consumer or enterprise experience that bridges traditional telecommunication with the revolutionary world of IP. Visitors to the Sonus booth will see firsthand the edge that Sonus provides in the marketplace with a comprehensive array of products and solutions targeted at today's always on lifestyle.

"Sonus has been focused on the future of voice for over ten years," said Hassan Ahmed, chairman and CEO at Sonus Networks. "Now, our vision is being realized as operators across the globe are rolling out IP-based networks to deliver the next generation of voice services. NXTcomm08 validates the idea that subscribers are ready for new multimedia services. Sonus is uniquely positioned to provide those services with our end-to-end, IP-based infrastructure solutions." Sonus will showcase its vision of the future at booth SU9208 with live demonstrations of solutions and applications that depict the experience in each crucial element of the network including:

Residential and Business Services: Sonus solutions open up a new world of IP-voice opportunities beyond the traditional network edge to business and residential customers. At NXTcomm, Sonus will demonstrate how it's Voice over Broadband (VoBB) solutions can deliver IP voice/multimedia over copper, cable, DSL and WiMAX.
Connectivity: Sonus will demonstrate how it's changing the way networks connect, by reaching out to the past with PSTN interconnectivity and looking forward to the future with centralized call routing, number portability solutions, international gateways and more.
Security: The Sonus Network Border Switch is the evolution of border security. See how Sonus' unique solution combines softswitch functionality with advanced session border control features for a low-cost, high-security solution to secure peering.

This year, Sonus will have an extended presence at NXTComm, exhibiting for the first time in the OSS/BSS Technology Pavilion, booth # SL1623F. Sonus now offers a variety of operational support system (OSS) solutions to help operators overcome the provisioning-related challenges in launching advanced IP-services. The Sonus Insight Customer Portal is a customer care system which allows operators to improve customer care by offering web-based access for customers. The system has been designed to improve an operator's immediate customer care needs while providing a full migration path to Sonus Activator, a carrier-grade provisioning OSS, which enables operators to streamline the delivery of IP-voice and a wide range of IP-service bundles. When used together, the Portal and Activator solutions allow operators to turn-up and manage their Sonus services in a quick, cost-effective and customer-friendly manner.

In addition to the Company's presence on the show floor, Clarke Ryan, general manager of Sonus' Wireless Business will be participating in a panel discussion, "Mobile Unified Communications - The Next Big Thing" on Thursday, June 19th, at 3.30 pm in Room S-233.

Editors Note:

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From: Bill Wolf6/16/2008 8:49:23 AM
   of 1516
 
Sonus Networks Ranked Global Leader for IP-Voice Infrastructure

Monday June 16, 8:30 am ET

Industry Analysts Confirm Market Leader Grew Ahead of Competition In the First Quarter of 2008


biz.yahoo.com 

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To: FWS who wrote (1457)6/16/2008 9:57:28 AM
From: Lhn5   of 1516
 
For the products described in that release, who would be the actual purchasing customers? Does Sonus sell to a company like Sylantro or are they competitors?

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