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tegigthecat 12/5/2012 | 3:01:42 PM
re: Acme Pans Rivals I have to say that it does not look promising. Going from a run-rate of 76k to millions is a tall order for any company. One can only hope that the director's beliefs are well founded.
cgrantwilliams 12/5/2012 | 3:01:39 PM
re: Acme Pans Rivals I share the sentiments in the last few posts. Why on earth did investors participate in the last placing? In particular BT Pensions? I can only imagine that the board of Newport presented a compelling case for reinvestment. The subsequent lack of news from Newport suggests that there is still only a negligible market for the 1460. Perhaps because telcos are migrating to NGNs rather than IMS networks? If Newport have the full picture, they're not sharing it. Perhpas LR could contact them for a follow-up?
cgrantwilliams 12/5/2012 | 3:01:37 PM
re: Acme Pans Rivals Just checked the Claro Codetel announcement. The 1460 is being used for both access and peering to over 30 peering partners in Claro Codotel's IP based NGN. To be fair, considering my last post, this is not a negligible deployment.
ipee_on_everything 12/5/2012 | 3:01:37 PM
re: Acme Pans Rivals A good point - the directors must have put a heck of a sales pitch together. Perhaps they should get out on the road with Newport's Sales team to get those promised sales rolling :-) From their webpage, it looks like the CLARO CODETEL sale was a simple peering application, and neither NGN nor IMS deployment - there must be deals like that to go after - although I suspect there are not many places where the other guys in the market have not got there first. It's going to need a very compelling sales-pitch to displace Acme or Nextone.
ipee_on_everything 12/5/2012 | 3:01:36 PM
re: Acme Pans Rivals Not negligible maybe, but hardly the start of a multi $m Tier 1 success story...still a mountain to climb I think.
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