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Technology Stocks : SONS
SONS 7.830+2.8%Nov 28 4:00 PM EST

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From: FWS11/1/2013 11:16:44 PM
   of 1575
 
My notes.

Winning
Becoming a leader
Higher service revenue
Confidence stronger than ever
Roadmsp resonates with customers
Leading to Partnership strength inlong term (critical edge to me)
3 new tier one accounts
Marketshare growth combined with margin growth is a big focus
Big focus to achieve double digit margins
Sbc sales up 44% outpacing industry growth
Enterprise business growth ahead of schedule

Software sbc will have profound effect on future business

He likes using the word profound alot, meaning be prepared for deep fundamental change

Importantly he states these are roadmap wins, not product wins... this is key

I think dolan is a thinker and has brought some clarity and focus to sonus. i think hes going in the right direction and some threads are calling him a liar since the stock has tanked for 3 straight days.

I just have to wsit and see And watch it unfold.

Nobody says it will be easy
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