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Technology Stocks : SONS
SONS 7.830+2.8%Nov 28 4:00 PM EST
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To: Cooters who wrote (552)6/23/2006 8:08:08 AM
From: carranza2  Read Replies (1) of 1575
 
The Japanese model is probably the best global predictor of telecomm trends anywhere. As Japan goes, so eventually goes the world, though the Japanese do it in their own weird way, e.g., FOMA, IDEN, etc.

The Japanese government as a matter of policy is intent on having all phone communications be IP-based by 2010. Since SONS "owns" Japan, the potential for growth there is palpable and huge.

But what it means for SONS when the rest of the world eventually follows the Japanese model is even more significant. It will take time, but patient investors with long time frames are in a position to clean up.
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