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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 (283)6/21/2005 5:14:25 PM
From: Home-Run   of 1575
 
Keep this RUN in Perspective

As I look at the board all I see is BUYS, STRONG BUYS and we all know
what that tends to mean, the only STRONG sell I see is Crapman, but
he has no creditability on this board.

Keep this all in perspective as we just went through a "soft
Patch"
with SONS and were all happy it's over and wishing we brought
more
during the recent bargain sale. Don't fret their will be more
chances, this will not be a straight line up. But hang in there and
buy the dips the "World According To VOIP" is coming to a
high-speed
connection near you.

Hang in for the long term some company has to lead the biggest thing
in voice communications since automatic central office switching
lowered the cost and improved the customer experience. Ever seen the
pictures of the Telephone operators on roller skates at the
switchboards? My Grandmother was one and she's still alive.
I have been in the Global Telecom business for 25 yrs and the central
office switching continues to look more and more antiquated. Hey with
the computing power we have in our homes today why do we need central
offices processing our calls?
No Telecoms are spending on these POTs (Plain Old Telephone)
Networks, it's VOIP and network convergence.

Money is the driver as always and VOIP is cheaper and more feature
rich, so again consumers we'll get more for less. Just as when we
went from manual switching to central office switching.

VIOP will grow and it will become cordless with WiMAX or like
technology being the transport or an existing cell network will be
picked up by the dual handset that will replace your current version
cell only phone. Hell the cell companies are already testing and
designing these dual phones and networks.

So what will this do? What did it do to the manufacturers of the last
phone revolution?

They got rich!!

So buy VIOP Manufactures!!!!

Currently SONUS is the TOP in Class in the sector which targets
Telecoms.
I know SONUS management has been somewhat cunning, but hell if you
were a nothing company a few years ago you'd have all sorts of
problems managing the growth change too.
They have at least kept their eye on the ball with the technology and
that has fueled the growth.
We all know they have future sales to report due to the long process
of realizing sales in the Telecom industry. Hell I know first hand
how long it takes to approve a manufacture then the products, then
deploy, integrate, and test before you finish paying. This process
tends to be measured in several months to years depending on the
network size.

Actually SONUS has made a good entrance in the tightly protected
telecom circles because their product line is superior and they have
opensource programming. Believe me this is very important in the
Telecom business you wouldn't believe the problem it creates if
it's
not opensource.

So what I'm I doing? (Not that anyone really cares) I'm
accumulating
this stock.
I made my original plunge about a year ago with a par of 3.87. I was
feeling great when SONUS was approaching $7. I wasn't feeling
good
when it was $3-something after buying 50% more at $4 in April. Then I
double my total investment on the way backup at 3.62. So my current
Par is 3.77 and again I feel good. Why because of the sales pipeline
and the accounting issues being somewhat past news.
All this being true I will again look to add to this investment on
future dips.

So don't get too excited this is a long road to the "World
According
To VOIP"

Good Day and Buy the Dips.

- from yahoo Msg: 446223
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