The Black Box

[wahz]

As a trade, Sons has a history of hitting a low this time in dec and being about 33% higher at whenever Jan's peak is. I hope we are right about the genral market: it appears we are nearly alone, "we" meaning you and I and some of the other folks here.

Frankly I am sure SONS is NOT in a position of strength yet: The rbocs will fall back to spending as little as possible until death is straight ahead and then some. Money is more likely to go to Lu and NT. But if sons cracks that market in a big way, that is where they make it, because they may well already have everyone else. It is still early. Wholesale deployement of voip by large fortune 500 companies is what is needed. I think the consumer will lag. I don't care really as long as it is in the next 3 years and sons has a solid market share still