Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: Ginko who wrote (191)	12/31/2004 6:50:27 PM
From: Home-Run	Read Replies (1) \| Respond to of 1575

Jan of 04, SONS hit $10 ... right now, their rev has doubled over last years rev, when they hit the $10 mark. At that same valuation, SONS would be $20 right now. Instead, its $5.75. And in this last year, VOIP has gained traction as a vialbe solution, instead of a possible solution. SONS has been ramping up employees, increased its abilities by teaming with ADCT for installations/service, etc ... and it would only doing this if it was gaining customers and growing faster than it can handle. Hassan said 50% of rev in future will be international ... and imho, he wouldn't of said this if BT, softbank, and some China telcos were getting on board with SONS. ... SONS's market is expected to grow within the next few years, with predictions for the industry to grow 5-10X+. Even if SONS is the #2/#3 ... it will be the #2/#3 in a ever increasing industry. And it will be the only pure play out of the bunch. Now what if SONS becomes the #1, as some expect SONS to be THE company in VOIP which because of its tech, and open software architecure, ... where SONS is THE company that moves VOIP equipement foward, as a "technology enabler" as they say. ... like I said above, at last years valuation, SONS would be $20 right now, at its CURRENT rev level. Take that valuation, coupled with SONS increases customers, maybe BT, Softbank, SBC, etc. Now take the fact that those customers will be increasing their spending on VOIP over the next few years, and SONS current customers will be increasing THEIR spending on VOIP ... and with the valuation SONS had earlier in the year, in 2 yrs, this could put SONS at $80-$100 ... and what if SONS is indeed THE company which revolutionizes/enables VOIP as many think ... SONS could be higher from there. I compared SONS to RIMM, characteristics that RIMM has now, characteristics that RIMM had two years ago at right above $5 ... and not only do they share allot of the same characteristics, SONS also has posibilities that RIMM doesn't have. RIMM quadrupled rev from when they were at oh, $5.77. SONS could easily do the same and more. I'm also going to continue watching RIMM over the next 2 years, to see where they go from here, as I think they are a good example to what SONS can and will do. Just basically, SONS presents a possiblity that no other stocks I can find right now do, and few stocks ever do. Which is why I've quadrupled my investement in SONS over the last few months ... and it is now my #1 stock, by a good margin. Hope the future plays out like I'm hoping ;) -from yahoo msg finance.messages.yahoo.com