And from Newbridge's report tonight -
Sales in the part of Newbridge's business that includes ATM products rose to $357 million, or 72 percent of total revenue. That's up from 52 percent a year ago, Chief Financial Officer Ken Wigglesworth said on a conference call. Newbridge gets about 80 percent of its sales from telecommunications-services companies and the rest from large businesses.
Revenue from ATM products more than doubled from a year ago, Newbridge said. Officials declined to give specific figures for the ATM switches, though the company said ATM comprised about 75 percent of its sales in that product area.
Hmmm what do ya know - much to the dismay of the IP only crowd, looks like ATM just won't go away.
btw, this was also confirmed to me today as I spoke to a Frontier Comm salesman at the Telecom convention in NYC - they cannot provision fast enough to satisfy the demand - even after huge DWDM upgrades (Pirelli 192's), they are still always playing catch-up. Together with Global Crossings, they are building a worldwide ATM, IP and FR network to give the customer whatever they want, wherever they want it. At times, they even get deals referred from other IXC's , who can't provision fast enough. And ol PMC at the beginning of the food chain , will benefit the whole way.
BD |
