>Interesting that revs came in on the higher side with Martis sales on the low end. I wonder what will happen in the future as TLAB predicts a return to normal growth rates of that product in the future?<
karl.
as you're probably aware, the martis digital cross connect is TLAB's second largest cash cow after the titan 5500. according to my notes, the martis shortfall was primarily due to foreign currency exchange and continued weakness in brazil and SE asia. however, because of the strength of SONET, supplemented by cablespan, network enhancement technologies systems (NETS), and voice-over-CATV, the revenue from these products exceeded the difference.
regarding the future, i find TLAB's "pipeline" purdy impressive: titan 4500 (add-drop mux); titan 6100 and 6500 (WDM and cell-based DXX, respectively); and ATM voice mux. don't forget, we've also got the IP-routing / ATM-switching box that will come out of the netcore acquisition.
-chris. |
