SONS Message Board - Msg: 23058852

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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	11/30/2006 5:33:09 PM
	of 1575

Re: CSFB on Conference Day 2 - from yhoo msg board (fourkids_8pets) all i re-listened -- actually missed the first 10 minutes-- silverstein called it a "fireside chat" he originally had planned to ask a few questions of HA and then have audience participate... prior to the private session (final 30 minutes) -- silverstein actually asked questions up thru 29 minutes -- jmo but based on the way he asked his questions and HA's answers -- sliverstein could have gone on for another 30 minutes or so-- from the first 10 minutes *HA -- "we are 6 years into a 15 to 20 year cycle" -- sonus occupies the lead position -- bulk of opportunity still lies ahead -- penetration in the core is at 20% -- penetration in the edge in the single digits in reviewing the remaining q & a -- competitive landscape -- silverstein called them (comp) the land of the giants (NT) HA -- even within the comp space -- it is shrinking -- in a # of places we have had the oppty -- to "re-visit" and are actually engaged in replacing a ng infrastructure where a selection had been made -- but hadn't "panned" out -- think of voip as an underlying technology so you will see multiple vendors/opportunities IMS -- validates the arch choices sonus made "software upgrade vs a forklift upgrade" very -- very early days -- ng of the ng MOT/EMB-- augment existing sonus sales force MOT -- "very strong channel partner" -- "it's an important partner in emerging markets" -- "excellent partner in the wireless space ALTHOUGH the relationship is broader than just wireless" EMB -- channel partner that covers the "1400 or so independent operators" that the sonus sales force can't cover HA was relaxed and confident and only did a few of "i would encourage you to look at it this way..." again jmo -- but i do believe silverstein gets it-- glta 4kids

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