SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Clarent Corporation (CLRN) -- Ignore unavailable to you. Want to Upgrade?


To: RockRidger who wrote (168)12/7/2000 3:17:31 PM
From: the hube  Read Replies (1) | Respond to of 202
 
I've looked at SONS. Seemed to me like a good arguement to buy CLRN.
The valuation on SONS just looks out of whack. $6B for a company that doesn't have much in the way of revenues yet seems a bit rich to me.
CLRN looks like a much better risk to reward ratio.



To: RockRidger who wrote (168)12/8/2000 1:46:04 AM
From: Craig Bartels  Respond to of 202
 
they are also insanely overpriced

chbartel



To: RockRidger who wrote (168)12/8/2000 10:54:53 AM
From: Jay King  Read Replies (1) | Respond to of 202
 
I think the market values SONS so much higher than CLRN because of their market share & customer list, which is more impressive. At some point I think SONS will correct...I have a buy order in for $18.50.

-Jay

Customers
Sonus' carrier customers include: Global Crossing, Williams Communications, Intermedia Communications, Z-Tel Technologies, Cybertel, BroadBand Office, USA Datanet, Time Warner Telecom, PointOne Telecommunications and XO Communications.