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

To: Home-Run who wrote (209)	1/13/2005 1:20:13 PM
From: Cooters	Read Replies (1) \| Respond to of 1575

Here's a clip from Goldman on an area of SONS business I had not thought of. Cooters <snip> - Wireless business growth. Beginning in 2H05, demand from wireless carriers could equal wireline within 24 months, significantly boosting Sonus's market opportunity. We would note that the recent announcement of a partnership with Samsung is a positive move in this direction as it positions Sonus to benefit from the deployment of EV-DO Rev A, likely to start in Asia in 1H06. We do not believe the stock currently reflects this market growth potential and would look for further indications that the wireless softswitch market is starting to gather steam.