The Jeffries analyst doen't even understand that Lu is integrating the equipment, and not providing the softswitches. This is why Hassan was saying repeatedly that the lu pr's showed what he couldn't expound on in detail and in the same breath is saying sons has tier one contracts that they can't discuss.
Sons is the only company providing the type of gear required at a Qwest or Level 3 and has been for years. Where are Lu and Nt at? How far ahead does sons have to be for it to be more clear. Sons has an end to end solution. Can you name anyone else providing voip equip at that level that from the ground up was made to do ip for voice?
I believe that the 2 to 1 book to bill seen in the first half will show up this q since it didn't in the last one. I believe that they are leading us to 54+ and are going to hammer that.
There was an article lately from Nokia talking about the voice issue...that is more eloquent than I can be by far. I'll try to find it for you, and along the way try to throw in some more specific detail than I am providing now...I am on the road and will be until Tuesday
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