Friday, November 09, 2007
Quick Alert: Off to Dunkin' Donuts
What the fuck is your problem posting that millionaire real estate bullshit on the left hand side.
Sleazy, fuckface criminals.
To date Sonus is THE ONLY company that has pure IP systems that scale to these carriers. They now have 8 of the top 10 Telcos in the world, with revenue just starting from most.
BT chose Ericsson and watched them flounder for 2 years with zero traffic running. Their competition, Carphone warehouse, chose SONS and was up and running 1100 exchanges in 6 months stealing BTs customers. BT just capitulated and went with sonus. Speaks volumes.
They can have lumpy revenue, but the party is starting in 2008. Buy it.
Yo know all those billions that went to LU and NT for legacy switches over the past 20 years? It will all be going to sonus. starting now...
However, I could have declined it.
But, that would be fucktarded.
The homebuilders, who are on the front lines, have come closest to admitting the extent of the problem, though even they are still too optimistic about when the bottom in home sales/prices will arrive.
The financial engineering side of the mortgage business is a totally busted machine. There is a massive loss of credibility at almost every part of the chain. Nobody can trust ratings. Nobody can trust models. Nobody can rely on agreements that transferred liability to somebody else.
You could go through a lot of bags of popcorn while watching this show play out.
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