Merrill Lynch: SBC/AT&T Consolidation Should Benefit VoIP Vendors

Analysts at financial advisory firm Merrill Lynch feel that an acquisition of AT&T by SBC should benefit VoIP providers. They single out Sonus in this comment issued today:

While SBC does not have a significant mass-market VoIP service, AT&T has the #2 service (called AT&T CallVantage) which competes with Vonage. The primary VoIP vendor at AT&T is Sonus Networks (Not Rated). So if SBC sees the potential in VoIP, we believe it would be better to accelerate the AT&T service deployment, which could be positive for Sonus.

AB -- 1/27/05

The opinions and views expressed in comments, blogs, etc. are those of the authors alone and not necessarily those of TMC, TMCnet, or its editors. TMCnet reserves the right to edit, delete, or otherwise make changes to the content that appears on these pages at its own discretion and as it deems necessary.

January 27, 2005 3:03 PM |