The Black Box

[wahz]

good enough work on sons so far. However, when I say its become the perfect vehicle for the shorts, today is an example of this: we get a pop on a tier one win, but we also know that the revenues from such win will not be recognized any time soon...so if you want to be negative, every pop in quoted price is never met with anything real falling to the bottom line. Until sons smooths out their revs over the next year or two, and can predict steady growth despite all these deferred revenues, they have created a predicament for themselves through this idiotic rev recognition policy. Eventually sons will reflect sonus but it will have to evolve over a long time