only good news for sonus - could be why Ray is so bullish
Sentiment: Strong Buy
sounds like oracle is going after 4g voice in the cloud. i didnt see this one coming from oracle. cisco will have to purchase sons, no choice now. 7 bucks is dirt cheap for the sonus suite, certainly more robust and powerful than acme.
Reading $5 to $7 if CSCO were to make the move and grab SONS?
$1.4 Billion to $1.9 Billion Valuation +/-
APKT fetched $2.1 Billion?
Assuming CSCO does not make a move near term to get SONS...
Is SONS worth $4+ easily without an acquisition? $1.1 Billion Valuation?