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Technology Stocks : NTRG - Netergy Networks (formerly 8x8, Inc.)

EGHT 1.920

+0.5%

Jan 9 9:30 AM EST

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To: pirate_200 who wrote ()	5/11/2000 7:37:00 PM
From: pirate_200	Read Replies (1) of 53

Q4-FY2000-conference call notes CEO, Paul Voois started call, important points - Top/bottom line better than analyst estimates for Q4 - Reviewed telephony transition over fiscal year - Dialink (CLEC) live trial through Exodus this quarter, expect more CLEC trial/announcements in coming quarters, expect commercial deployments by December quarter. - ST Micro relationship going well with products in development. - Audacity T2 prototype shipping, Phillips first big customer; Audacity next generation in development. CFO, Dave Stoll took over with financials, important points: - Total Q4 revenue (product/licensing): $6.5M - Product revenue ($5.1M): IP telephony (symphony hubs/audacity chips) $253K; video conferencing semiconductors $3.2M; video monitoring $1.5M; consumer videophone $94K - Licensing revenue ($1.4M): $100K for licensing of IP telephony, rest video conferencing licensing etc. From, Q&A portion of call: ---- Q: Arnab Chandra? from BB Robertson Stephens asked about Audacity design wins and details on ST Micro deal. A: Audacity T2 design win for Phillips announced on current generation of chip will transition them to new version as it is available. Several customers licensing and in design/ test with prototype quantities and expect deals/announcements to follow. ST Micro: look for royalties and products towards end of calendar year. Two products being worked on: cable modem chipset for set-top voice-enabled cable box and DSL voice-enabled product. They are working on "other opportunities" with ST Micro. Netergy/ST Micro relationship going "very well". Also said ST Micro wins (Alcatel/Nortel) will most likely open voice opportunities for Netergy. ---- Q: Stan? from WR Hambrecht asked about relationship with Sun and Cisco ecosystem. A: Partnering with Sun under "Sun tone" program because of Sun server strength in telecom carrier market. Cisco because of interopability testing and use of Cisco equipment in total solution. Really good for proof of interopability with Sun and Cisco's equipment along with presenting "total solution" to customers. ---- Q: Stan Corker, Emerald Research, asked about issues getting full deployment of iPBX going - is Netergy in product debug phase, tough to get customer interested? A: Not an issue of customer interest, customer's are interested. Issues are logistics of deployment: showing they are reliable/scalable for carrier grade deployment; comes in steps and things are going well. ---- Q: Stan asked about video monitoring business sale. A: Paul said expect transaction completed about end of this quarter (Q1 2001) for sale of video monitoring business. ---- So not much new information. There seem to be some deals in the works with some more CLECs and also design-wins pending for Audacity. The next 6 months should be interesting...

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