SONS Message Board - Msg: 22293596

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Technology Stocks : SONS

SONS 7.830

+2.8%

Nov 28 4:00 PM EST

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To: Clarksterh who wrote (496)	3/24/2006 6:04:43 PM
From: Cooters	of 1575

a) What are Sonus' barriers to entry by the competition? Patent (i.e. legal monopoly)? Technology smarts (the best product)? Marketing smarts (e.g. the early Microsoft model)? ... Technology and experience. This is primarily software, Sonus even uses software acccounting rules. I have heard the softswitch is considerably more complex than Windows XP. The experience means they have years under their belt deploying 5 9's IP Voice networks. b) What is the source of a continuing revenue stream? What exactly is an 'upgrade' in this environment? (I understand the fee per minute model - but haven't thought it through yet) There is an emerging subscriber revenue model for some installations, but in general it is selling product and maintenance. An upgrade is generally a software update. c) Management capability/experience? Responsiveness? Ability to articulate a plan? Turnover? Run by a brilliant engineer that does have difficulty getting the story out. Reminds me of Irwin in many ways, circa pre-1999. They do not have turnover issues that I know of and are hiring at a breakneck pace. They make statements that they NEVER lose based on technology, they only lose to incumbency. What is interesting about that is we know network equipment incumbency is usually regional, so Sonus is actually the only global player, in a matter of speaking.

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