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

To: akmike who wrote (365)	12/18/2005 12:30:18 PM
From: Cooters	Read Replies (1) \| Respond to of 1575

OK. Here was the snip, I guess it can be interpreted many ways, but a per subscriber revenue model is one of them. I would add Sonus is one of two companies traditionally considered network hardware that uses software revenue recognition policies. Per sub, per seat, per user - these are software revenue models. I would re-iterate my original point, from the perspective of this shareholder, me, I would gladly give this stuff away for $100/sub. ----- Sonus J:COM Win Looks Significant. Sonus (SONS--$4.64, 1S) announced that J:Com, Japan's largest cable company by subscribers, will be using Sonus solutions to deliver VoIP residential phone service. We believe J:COM has been passing about 2 million homes per year for the last several years and is now ready to aggressively market the services to its customer base. We estimate Sonus will see about $100 in revenues per VoIP subscriber J:COM is able to win.