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Technology Stocks : SONS -- Ignore unavailable to you. Want to Upgrade?

To: Home-Run who wrote (189)	12/28/2004 5:01:43 PM
From: Home-Run	Respond to of 1575

(a) SONS announced partnership with Marconi for at least gateways but possibly full product suite. Relationship probably being driven by new business won from BT. (b) SONS working on at least 3 projects with Motorola in Brazil, Russia, and Bangladesh (c) SONS announced partnership with giant China Putian for resale of full Sonus product suite into huge Chinese market. (d) SONS has announced global design, implementation, and support reach via ADC. (e) SONS is rumored to have won direct business from Vonage. A possible blow to Cisco. (f) SONS has won new customer netvision. (g) SONS has announced expanded rollout with Interroute. (h) Quest and Global Crossing continue to spend big money on SONS equipment. Quest having good success with 150 city one flex rollout for business VoIP. Global Crossing achieves 99.999 reliability with SONS equipment. (i) Level 3 remains an important customer and continues to win new VoIP business. (j) Revenue from AT&T 170 city Callvantage rollout will eventually show up. AT&T beginning to offer compelling features to differentiate their VoIP offering. (k) SONS does have a piece of the Verizon network and will see new revs as it grows. (l) Vonage has close to 400K subscribers and is adding 10K a month. Vonage partners with Global Crossing who is a SONS customer. (m) Packet8 is beginning to gain traction with many recently announced retail agreements. Packet8 partners with Level 3 who is a SONS customer. (n) SONS likely in trials with SBC and Cingular who aquired AT&T wireless who is a SONS customer. Also, Bellsouth who owns a significant stake in Cingular is a SONS customer. Potential for another major win. (o) SONS has big customer wins in Japan and Mexico. Also, T-systems, IDT, AOL and Time Warner Cable are customers. (p) India, Europe, and Middle East offer big opportunities for SONS. (q) SONS quarterly revenue has risen from a low of $3.5 million in 2002 to $46.8 million last quater. (r) SONS has made $15 million in total PROFIT in the first 3 quaters of 2004. (s) SONS has over $300 million in cash and only $10 million in debt. (t) Extensive audit and restatement is completed. Costs associated with Audit should be over and help SONS bottom line. (u) SONS GSX9000 wins 1999 product of the year. (v) SONS managment software wins 2000 prodcut of the year. (w) SONS Insignus softswitch wins 2002 product of the year. (x) SONS only has 250 million shares compared to billions of shares LU and NT have. (y) SONS equipment carries 9.5 billion minutes per month of VoIP traffic. SONS is class 4 market leader with 40% market share. (z) SONS is only softswitch pure play. No revenue ties into rapidly declining legacy switch market - from Yahoo msg board: messages.yahoo.com