SONS Message Board - Msg: 21585734

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Technology Stocks : SONS

SONS 7.830

+2.8%

Nov 28 4:00 PM EST

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To: Ginko who wrote (302)	8/9/2005 8:04:29 AM
From: Cooters	of 1575

CC notes 8/8/2005 Beyond the large increases in reported revenues and deferred revenues, they were guarded about additional specifics, just clues. - Order-To-Revenue was below 1.0 for Q2, but above 1.0 for H1. They indicated order activity accelerated in early Q3. - MOT was their most significant partner in Q2 in terms of revenues and order activity. - They are averaging 3 quarters to convert an order into revenue, although some of the Q2 revenue was converted in a shorter time. - Revenue from 39 customers in Q2 vs. 41 in Q1. Employee count grew to 625 from 586. - Def. revenues increased to $114.9M from 92M, with ST going from $69.3M to $87.4 and LT from $22.4 to $27.4M. They said they expect LT DR to decline in % terms as they work on contract terms that recognize revenue faster. - I couldn't hear the numbers she gave for the category they have called shipped and billed but not yet in DR. - Guidance was very general - 2005 Rev > 2004 Rev, 2H05 Rev > 1H05 Rev. Q&A - 1H04, 2H04, and 1H05 all had Book-To-Bill > 1.0 Cooters

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