SONS Message Board - Msg: 22789066

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : SONS

SONS 7.830

+2.8%

Nov 28 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cooters who wrote (648)	9/7/2006 9:39:55 AM
From: Cooters	Read Replies (1) of 1575

The note from Citi today: Packed Room, Strong Attendance At Upbeat Sonus Networks (SONS--$4.79, 1S) Meeting (CEO Presented) Sonus announced expanded distribution and that is has 1400 customers in North America. Company is starting to see Service Providers turning off older circuit switches. There demand is driven by replacement not just augmentation. Japan is leading the replacement market. Sonus is established as the dominant #1 market share vendor in Japan with substantial opportunity at KDDI. We expect similar success at NTT. The European theater is coming on strong. The European VoIP transition started over the last year. The packetization of the wireless market is setting up wireless as a major opportunity in 2H07 and 2008. Sonus is also seeing opportunity created from disruption due to the Alcatel-Lucent merger and business realignment at Nortel.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next