Network Peripherals (NPIX) can Lead FastEthernet market??? Message Board

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Technology Stocks : Network Peripherals (NPIX) can Lead FastEthernet market???

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To: Caxton Rhodes who wrote (158)	10/21/1999 8:24:00 PM
From: Sleeper	Read Replies (1) of 174

From the Yahoo! Board also: Hi Echo... by: MASinVegas (51/M/Las Vegas, NV) 2319 of 2320 The company has made clear that it expects to have many additional deal signings by yearend. In addition, you can safely assume distribution revenues of $10 - $20 million. My own guess is that they downplayed where they really think revenues will be in order to leave some "room" for the ramp. BTW, Rosenberger did say on the call that he expects to ink a "mid-size" OEM by yearend. I don't exactly know what his definition of "mid-size" is, but the first tier firms are all capable of two year agreements in excess of $150 million. I assume "mid-sized" is half that level or perhaps slightly less. Honestly, without the announcement of a signing of a major OEM, the call couldn't have been better. I am totally untroubled by the fact that such an announcement didn't take place prior to the call, as I view the timing of the call as "accidental" and more related to the earnings report release than to NuWave news. In the next few weeks, we will have hard news on the specs and independent testing as well as the AEA Conference (which now I have to go to, I guess!), and there will almost certainly be further information released on whatever third tier agreements the company signs. MAS PS: I will make some efforts to discern the names of the OEM partners already announced or perhaps the reason for the non-disclosure. I have nothing to report on that now, leave for NY in just a few hours so it is unlikely I will have time tomorrow, but will certainly have something to say about it one way or the other very soon. Have a good weekend.

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