SONS Message Board - Msg: 21983827

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Technology Stocks : SONS

SONS 7.830

+2.8%

Nov 28 4:00 PM EST

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To: Win-Lose-Draw who wrote (361)	12/18/2005 12:58:17 PM
From: Cooters	Read Replies (1) of 1575

One more big difference between traditional vendor debt financing and the concept(used or not) of more or less giving equipment away in a per subscriber model. The former is booking revenue on financed sales while the latter is not booking revenue on equipment installations. I would consider the per revenue model possibly even more conservative than a normal sell/pay sale, Sonus would be incurring costs but not booking revenue, while the valuable annuity payments would not be reflected anywhere in the financial statements. Man Win, you are making me salivate at this possibility. <vbg> Cooters

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