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


To: John Hayman who wrote (1009)5/1/2007 11:17:12 AM
From: carranza2  Respond to of 1575
 
Not terribly inclined to put much stock in the Lehman report. Everything I've heard and seen indicates income growth of about 25-30% for the foreseeable future. Lehman is a voice in the wilderness.

Mock, on the other hand, with his focus on costs is a bit more credible. Still, large scale VoIP is IMO such a substantial cost benefit that I doubt that many corporations, carriers, etc., will forego it.

And who said SONS is exclusively about VoIP?

All the tea leaves point to continued growth.

While I am tempted to take profits, I've had to exercise self-discipline here and remember that my investment is a long term one. We haven't even approached the take off point, IMO.