Infonetics: 2013 shaping up to be banner year for IMS; carrier VoIP and IMS gear up 52% from a year ago
Acme Packet is well positioned in a growing communications equipment niche.
Research and Markets: Global IP Multimedia Subsystem Equipment Market 2012-2016: One of the Main Growth Drivers is the Increasing Popularity of LTE Services
Recent acquisitions of Tekelec and Acme Packet leverage the company's wide moat.
Wasatch's Sam Stewart looks for companies that do things so differently that they can change an industry forever.