The Black Box

[wahz]

I believe in the long term story.

I do not believe that ANYONE has products that compete and integrate like Sonus' do. I think the gap between them and Lu, Csco Nt, is widening, not getting smaller.

There is nothing out there that will take ip another way. The conversion of voice as a driver has been totally misunderstood, by nearly everyone

I think that large numbers of people believe sonus(sons equipment)is just another small, minor variant twist on legacy equipment.

i think that, as with qualcomm, it will look like that for a long time, and then it will be obvious that the vast majority misunderstood, and it will be too late for someone not in unless they act quickly OR somehow stay current while not buying a single share.

I therefore believe the best thing to do is to add continually, but as always, in a diversified portfolio: never forget that you may be wrong and the masses with the short term view(mr. market) may be right.

I think here to 3.90 is a great entry and that they will stun everyone with a huge quarter. Recall i did NOT predict a good quarter this q...now I am guessing they will have a HUGE quarter this q...in excess of 65 million while most are looking the other way