The Black Box

[dfi trader]

Hi Wahz,

Can you tell me exactly what makes sonus's equipment better than anybody elses? Like you said, as of right now, sonus is considered just another one of the many voip smallcaps.

What makes there products better than lucent, NT, siemens, audc, tklc, etc?

Here's a Jeffries report that says just that:

http://www.knobias.com/research.pdf?id=2219

And what exactly is it about the conversion of voice that everybody misunderstands?

And why do u think sonus will have a huge q4 when management says themselves that the 2nd half of 05 will only be slightly better than the first half?

Those Lucent press releases regarding sbc, cingular, and bls were pretty convincing.



thanks,
dfi