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Technology Stocks : SONS
SONS 7.830+2.8%Nov 28 4:00 PM EST

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From: Home-Run1/3/2005 7:21:06 PM
  Read Replies (2) of 1575
 
"Will this Innovative Company Lead a Telecommunication Revolution"

durig.com

found this story/article/whatever from last summer ... interesting read though.

"Sonus Networks has many of the same characteristics of companies that we?e owned in the past and many of them became technology giants. The combination of possible phenomenal VoIP growth and Sonus possibly being the industry enabler, allows Sonus a real chance to become a very big player in the modern technology world. "

"Sonus is in an excellent position to lead the industry through this turning point. "

" Currently, Sonus is one of only a few companies capable of delivering a complete VoIP (voice over internet protocol) solution. They are the primary provider for this unique equipment, and one of the few companies with the capability to succeed in this expanding market"

durig.com

this one is from summer 2003 ... compares SONS to MSFT more or less.

"even though Sonus Networks, Inc. is a very small company now, it has many of the same characteristics of some of the greatest companies in modern technology history. "

"The enabling company has a special position that allows many other applications or services to utilize some type of core product to help increase the their sales. This is how Microsoft gained such great strength. Dell, Gateway and Compaq all used Microsoft? platform so they could increase sales. Of course in return the core enabler often gets multiple products and solutions built on top of its platform increasing both direct and indirect demand. In this case the enabling company might be Sonus. If it truly enables the data packet industry, that leverage could allow it to be a very large company some day. "

- from YHoo msg board
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