SONS Message Board - Msg: 23734567

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Technology Stocks : SONS

SONS 7.830

+2.8%

Nov 28 4:00 PM EST

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To: phatbstrd who wrote (1086)	7/26/2007 10:27:29 AM
From: carranza2	Read Replies (1) of 1575

I'm holding, not selling. The smooth flow of income has always been a problem thanks to the way it recognizes it. I think it is a buying opportunity. The Kiwi who now has upwards of 16% of the company is going to demand a seat at the table, and might perhaps move towards a sale. I do not believe he is interested in LTBH. He has plunked down about 1/6 of his $2bn capital, way too much to put it at risk on LTBH. This is a temporary thing. If I didn't already profitably hold as much as I want or care to hold, I'd be buying not only on good long term prospects but also on the possibility of a buyout. It takes brass nuggets to do what I am doing, but I am convinced that VoIP is the future, that SONS will be huge in it as a very major player and that its softswitches will be successful. Recall, too, that there is a huge short position.

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