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Strategies & Market Trends : The New Economy and its Winners
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To: Brasco One who wrote (1129)7/31/2000 8:54:53 PM
From: fedhead  Read Replies (2) of 57684
 
I wouldn't call SONS pos. Granted they have a huge valuation
but they are addressing a huge market, the replacement of
all the expensive voice PBXes that make up the voice network. Why do you think Lucent's sales have slowed,
the price of long distance keeps going down. (look at
MCI world com and ATT stock price) SONS addresses this market. There is going to be fierce competition in this
area with CSCO going after this space but I would put
SONS at top tier in this space.


Anindo
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