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

To: Win-Lose-Draw who wrote (369)	12/20/2005 10:31:53 AM
From: carranza2	Respond to of 1575

Sonus's revenue curve will be choppy for some time, that's already in the mix for any long term investor. I enjoyed the debate between you and Cooters re: the annuity model, but I think both of you forgot one huge aspect of what started the discussion, i.e., the fact that Sonus's management specifically expressed the idea that a shift towards the annuity model would be gradual. A lot can happen in the interim, including reversal of the idea and a shift towards more traditional ways of doing things. It seems obvious to me that Sonus will benefit tremendously as more broadband facilities get installed in the US. Sonus seems tremendously undervalued.