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

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To: Home-Run who wrote (193)12/31/2004 7:07:28 PM
From: Home-Run  Read Replies (1) of 1575
 
Goldman Sachs

"unannounced contracts in the US and India and Europe"

Key catalysts for the shares remain in tact after 3Q results and should continue to drive 10%+ upside to shares. #1 we expect Sonus to continue to leverage new partnerships with equipment vendors who lack VOIP strategies but have strong relationships with major carriers - this quarter Marconi was signed giving Sonus further traction in the European market, #2 continued momentum with new customers and contracts - we believe there are unannounced contracts in the US and India and Europe, and #3 market demand continues to improve as voice carriers and cable companies boost the marketing of their VOIP services.

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