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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 (676)9/20/2006 12:03:30 PM
From: carranza2  Read Replies (1) of 1575
 
I can get to $20 pretty fast with that level of growth.

Right.

Even if you forget about all the stuff you talked about at the beginning of your post and calculate revenue and eps growth based on the consensus view of growth in the general VoIP market, you can get to $20 quickly.

All the other issues you mention will get us to $20 even quicker. Add a couple Tier One carriers, e.g., NTT, Verizon, etc., and my calculation of $20 in four years comes true even more quickly as SONS becomes a mo-mo play much like Q was.

Of course, management might throw a monkey wrench into all this because it has no experience managing the kind of explosive growth SONS will undoubtedly undergo.

Nonetheless, one hell of an opportunity even at $5+.
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