SONS Message Board - Msg: 22947987

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Technology Stocks : SONS

SONS 7.830

+2.8%

Nov 28 4:00 PM EST

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From: Home-Run	10/26/2006 10:20:20 PM
	of 1575

Paraphrasing CSFB Global Telecom Capex 10/23 This is a 97 page report that really gives you a sense of what is going to be spent this year and where......taking into consideration developed and undeveloped nations.....wireline and wireless.....pretty substantial data.....Cable & Wireless for example is expected to spend around $3.5 billion on infrastucture this year. Bottom line is with all the BILLIONS being spent it appears SONS is in THE (emphasis on THE) place to be.....and don't fear the comparative criticism regarding SONS being the new CSCO.....look at the nascent market caps and timeline for the space buildout (about 15 years)....then smile if you're long! From page 10....CSFB believes that larger suppliers (LU,NT) will have a difficult time rising above capex trends......whatever spending concentrated into fewer hands....driving additional vendor consolidation. Capex is shifting to a 'handful' of IP suppliers, next generation optical, & broadband infrastructure....companies with meaningful exposure without 'legacy' exposure(that word is a killer in IP capex) include SONS, CSCO, JNPR, and CIEN (optical). It is their #1 pick in the telecom space! - from yahoo main board by awoodsman2

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