Regular readers will know that I attended Acme Packet's first-ever analyst day last week at their new Boston-area HQ. Whether you were new to Acme or a long-time follower like myself, they did a great job covering all the bases and explaining why SBCs matter, and of course why they're so well positioned.
No argument there, and I shared some of my thoughts about this in my current contribution to the UCStrategies portal. Titled "Acme Packet's Analyst Day - Clarifying the SBC Opportunity and the Death of Telecom", it's posted there now, and you can read it here. Hope you like it, and I'd love to hear your thoughts.
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