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Carrier IP Telephony
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Carrier IP Telephony
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Companies Competing in the Market
(Guide to Company Ratings)
Company Current Perspective Vision
Acme Packet Very Positive Positive
Alcatel-Lucent Neutral/Positive Neutral/Positive
AudioCodes Neutral/Positive Neutral/Positive
BroadSoft Positive Positive
Cisco Neutral/Positive Neutral/Positive
Comverse Neutral/Positive Neutral/Positive
CopperCom Neutral Neutral
Ericsson Positive Positive
GENBAND Neutral/Positive Positive
Italtel Neutral/Positive Neutral/Positive
MetaSwitch Neutral/Positive Neutral/Positive
NextPoint Neutral Neutral
Nokia Siemens Networks Neutral/Positive Neutral/Positive
Nortel Neutral/Positive Positive
Sonus Networks Neutral/Positive Neutral
Sylantro Systems Positive Positive
Tekelec Neutral/Positive Neutral/Positive
Thomson (Cirpack) Neutral/Positive Neutral/Positive
Veraz Neutral/Positive Neutral/Positive
Company Advisor Report Excerpt
(List of available reports)
Company
Report Updated
Sylantro Systems 5/15/2008
Company Strengths and Weaknesses
Excerpt from Company Strengths
• Sylantro continues to add functionality, specifically FMC-related functionality, to its hosted telephony solution and it is among the most complete enhanced services solutions available today. The company’s application modules furnish a set of well-focused business features that will enable operators to attract enterprise users.
Excerpt from Company Weaknesses
• Sylantro is confronting the reality that several of its best partners are developing into competitors. NSN, which had played the lead in getting Sylantro into SBC/AT&T and Swisscom, has deployed its own application server in several accounts.
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. Available Company Advisors 

Acme Packet
Acme Packet demonstrated strong customer acquisition and revenue growth in 2006, achieving market leadership status that stems from its strong product offering. However, many claim the standalone SBC is an endangered species. (7/2/2007)

  
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Alcatel-Lucent
Though Alcatel-Lucent reached a major milestone by disclosing a solid and thoughtful NGN/IMS product rationalization plan, the year-to-18 months transitional period will still serve as a slight drag on the year-old company’s overall momentum. (1/22/2008)

  
 Price: $495

AudioCodes
AudioCodes spent much of 2007 in transition, working hard to bring cohesiveness across an expanded product portfolio, as well as get a handle on a complex channel strategy. 2008 will reveal the effectiveness of AudioCodes’ extensive housekeeping. (1/28/2008)

  
 Price: $495

BroadSoft
Making adjustments to improve its competitiveness in the constantly evolving hosted telephony application server market, BroadSoft is opening up its technology to a universe of developers of business and personal applications. (4/18/2008)

  
 Price: $495

Cisco
As VoIP becomes mainstream technology, Cisco begins the transition to position itself to target the multimedia market segment by answering the emerging demand for video on demand and real time video and traditional services. (2/29/2008)

  
 Price: $495

Comverse
As the leading supplier of multimedia application servers for operators focusing on residential subscribers, Comverse is in a strong position to attracted developers looking to integrate telecom functions into social networking applications. (4/18/2008)

  
 Price: $495

CopperCom
CopperCom exits the Class 4/5 Alternative market just as its getting interesting, with Nortel showing renewed focus on this market segment and competition from aggressive rivals such as MetaSwitch and recently re-launched Taqua continue to grow. (1/11/2008)

  
 Price: $495

Ericsson
Although Ericsson continues to be a leader in the burgeoning IMS space, the company will need to duplicate early success in the market as carriers move from an experimental phase and look to make long-term investments in the architecture. (2/4/2008)

  
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GENBAND
GENBAND, through a series of strategic partnerships and acquisitions, is positioning itself as the media gateway vendor of choice for fixed and mobile applications. With the right pieces in place, it must now show it can garner market share. (5/8/2008)

  
 Price: $495

Italtel
With Italtel moving its IMS, softswitch and service creation products to a common and open platform, the company is in a strong position to offer its carrier customers a smooth transition from an NGN environment to an IMS environment. (3/20/2008)

  
 Price: $495

MetaSwitch
MetaSwitch continues to keep pace with larger rivals in terms of NGN offerings, such as SDPs and professional services. It remains to be seen, however, if MetaSwitch has the organizational depth and breadth to compete at the Tier 1 level. (1/10/2008)

  
 Price: $495

NextPoint
NextPoint enters 2008 as a newly forged entity backed by a fresh influx of capital and focused on an emerging segment of the fixed-mobile convergence market. Its extensive customer base will buy the new company plenty of time to hit its stride. (1/28/2008)

  
 Price: $495

Nokia Siemens Networks
Nokia Siemens Networks merger of equals is approaching its one-year anniversary of combined operation and reporting. Will the numbers yield the desired results and market share gains reflecting a positive transition and economies of scale? (1/3/2008)

  
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Nortel
Nortel continued to maintain its number one position in service provider VoIP/IMS infrastructure revenue through Q3 2007, according to Synergy Research Group. However, the overall trend for the company’s packet-voice business continues to decline. (3/6/2008)

  
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Sonus Networks
Looking to increase its already substantial revenue draw from mobile operators, Sonus Networks started out 2008 delivering new products, such as an FMC access node, and technology enhancements aimed at wireless service providers. (4/4/2008)

  
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Sylantro Systems
Sylantro, like other hosted application server makers, is at a business model crossroads. The company must successfully augment its partner-based distribution model by forging strong direct ties with service providers. (5/15/2008)

  
 Price: $495

Tekelec
After shedding its burdensome switching division nearly a year ago, Tekelec has undertaken a back-to-basics revitalization that puts it in a strong position to capture future IP transformation business of existing and greenfield customers. (3/20/2008)

  
 Price: $495

Thomson (Cirpack)
Thomson hit a sweet spot in the next-generation communications market by combining telephony and IPTV infrastructure solutions. Its offering will be more attractive to full-service customers when both product sets are united under IMS in 2008. (2/8/2008)

  
 Price: $495

Veraz
Key for Veraz in 2008 is continuing the momentum of 2007. In the company’s first full year of profitability as a public entity, Veraz scored 26% growth and added 40 service providers to its customer base. (5/9/2008)

  
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. Company Advisor Report Contents
  • Sections
    • -Company Description
    • -Current Perspective
    • -Company Market/Sales Strategy
    • -Company Strength
    • -Company Weaknesses
    • -Recommended Competitor Action
    • -Recommended End User/Customer Actions

    Page count: 5-6 pages

  • Publication date: See date at end of summary.
          Reports are updated three times a year

  • Description of Sections
  • Company Description
    • Up-to-date look at what markets the company competes in and what it brings to those markets. Coverage includes: main product lines, important partnerships, key clients, recent sales wins.
  • Current Perspective
    • Our analysts give their assessment on whether or not the company has the technology, products & services and management team needed to compete in its markets.
  • Company Market/Sales Strategy
    • What are the company’s value proposition and key differentiators. How it positions itself in the market, and against its competitors. And what are its target audiences.
  • Company Strengths & Weaknesses
    • Unique tactical competitive analysis based on the specific tactics that a company is using, and in-depth analysis of its products and capabilities
  • Recommended Competitor Actions
    • Who are the company's main competitors, and what actions we can expect from each competitor or the market at large.
  • Recommended End User/Customer Actions
    • How customers (either end users or purchasers of this product for resale/bundling) should view the company. Should customers consider purchasing products/services from this company? What specific actions or questions should the customer pursue during negotiation phase?

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. Guide to Company Ratings

Current Perspective

Overall company assessment relative to competitors across all markets in which they compete.

Very Positive: Company has strong position now, or on way to certain success if continue to execute as planned. Leader in multiple areas (e.g., product quality, market share, distribution channels, lower cost)
Positive: Positive opinion on firm, technology, products/services and/or management team. Well-positioned now and could be strong competitor in the near future.
Neutral: No strong opinions regarding the company. Can occupy niche or segment that is relatively stable.
Negative: Losing ground in multiple areas, must take corrective actions immediately in order to prevent total failure (e.g., bankruptcy).
Very Negative: Decreasing sales, slipping market share, delayed product or services cycles. Can’t overcome current problems within the next 12 months.
Status

Relative position of the company against its competitors.

Mature: In business long enough to have legacy product/ service base, and stable customer base.
Established: Stable product and/or service base – and stable customer base – can survive market turmoil.
Emerging: Delivering actual product but still a relatively small player in the market.
Startup: Pre-product or service.
Momentum

General direction of the company relative to others in the industry.

Very Positive: Quickly establishing a market-leading position in both sales and industry-buzz.
Positive: Gaining market share, gaining positive perception among market watchers (investors, customers).
Neutral: Holding steady, no real gain or decline in market movement.
Negative: Beginning to lose market share and market leadership (perceived or actual).
Very Negative: Steep decline in market share or industry leadership (perceived or actual).
Future Vision

How well the company understands the direction of the market, including customer requirements, business and social changes and innovation.

Very Positive: When company talks, market listens carefully. Offers innovations consistently and management team respected for ability to shape markets.
Positive: Clearly communicates overall vision and plans for the market, occasionally offers ground-breaking direction to the overall market.
Neutral: Neither market leader nor follower, company’s communication of vision is uninspiring.
Negative: Poor communication and/or execution of strategic vision. Changes “vision story” frequently, appears indecisive on how to approach market(s).
Very Negative: Consistently follows the market leaders, fails to communicate strategic vision, very little understanding of customer and market requirements.

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data from one
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IPTV
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Storage Area Network
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