Outstanding earnings report!
YES !!! 0.35 vs. 0.26 !!!
0.35 vs. 0.26
Estimates were for shipments of about 750,000 digital set-top boxes. WE SHIPPED 835,000 units WITH MORE THAN 1 MILLION ON ORDER!!! Backlog at the end of the quarter was 1.5 million units!
And production capacity is now at one million units per quarter! So imagine how well are we going to do NEXT QUARTER!!!
Demand is from large customers, including Charter Communications, Adelphia Communications, Time Warner Cable, Cox Communications, Comcast Cable Communications, Rogers Communications, and Le Groupe Videotron…A virtual who's who of the interactive TV world.
The company also introduced the cable industry's first ``carrier class'' optical network for interactive services, including voice. In conjunction with this product introduction, the company announced a 50% increase in channel capacity for its Dense Wave Division Multiplexing, or DWDM, optic transmission technology.
PowerTV has sold nearly 3 million licenses. Combine this with SFA's announcement today that orders for a full range of its HFC network solution have been placed by Furukawa Industrial S/A Produtos Eletricos, a system integrator, which was selected by Adelphia Brazil, a Brazilian subsidiary of Adelphia Communications, as part of an ambitious project to build CATV and data networks in 13 Brazilian cities in nine states of Brazil over the next four years. Furukawa by the way is the largest sharholder in JDSU!
Ahhhh…good luck to everyone,
Eric |
