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

To: carranza2 who wrote (520)	5/9/2006 1:38:46 PM
From: Cooters	Read Replies (1) \| Respond to of 1575

First thought is from the perspective of this stock's history after reporting earnings, this is a positive reaction<g> I heard everything I wanted to hear, I would have preferred to see the Book-To-Revenue higher, but I realize their business is very difficult to quantify. I really like seeing their existing customer base cycle through the 10% customer category, indicating they never lose business once they lock it down, it just flows in an uneven manner. I also like how some of the large contracts(KDDI, T-Systems, Vonage) they have announced recently will make these numbers much better in the near future. And then the new, un-announced business lies in waiting. Hoping for one or more new European wins to be announced at VON Europe next week.