InterSpeed Inc-(ISPD) Message Board

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Technology Stocks : InterSpeed Inc-(ISPD)

ISPD 0.00

Mar 7 4:00 PM EST

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To: TH who wrote (202)	2/3/2000 6:35:00 PM
From: cdtejuan	Read Replies (1) of 223

for the ones that donït follow the exellent yahoo board: notes from the cc, thanks thom!!! -------- Con Call Notes by: thom_vanhorn 2/3/00 5:43 pm Msg: 3947 of 3949 53% or Rev Cabletron 6% japan 41% Solunet Logon America - $0 this quarter, but still planning on rolling out 190 central offices no product breakout n revenue, but Dart is "substantial". growth is balanced and not just from Dart would not provide backlog numbers due to nature of the business - shipped vast majority of customer orders in a period of 6 weeks Not losing on anything other than lack of name recognition or financial standing, but that is changing rapidly - not losing based on features voice over DSL announcements forthcoming ability to add features is probably easier than for competitors cash burn rate - (sorry phone rang and I missed the breakout by category) but going forward they expect $1M per month burn rate all 3 analysts so far congratulated them on a good quarter going forward $12M reseller agreement with cabletron is first of at least 3 deals to be announced over the next week - brand new customer $5M, extension of existing customer of additional $5M - - ability to meet expectations is looking better and better european opportunity continues to look very very good. VP of sales in rollout negotiations currently. testing and approvals is gong flawlessly so far. Customer going thru IPO so ISPD has been asked not to comment publicly, but Ide thinks they will be able to disclose by end of February. Moving more slowly in terms of time, but on track in terms of equipment and planning. have hired 1 telco guy and a 2nd will be starting soon - formerly with largest telco - high product planning position. con call notes 2 by: thom_vanhorn 2/3/00 5:49 pm Msg: 3948 of 3949 g.lite due out in may timeframe DSO target is 60 to 70 days from now - next quarter headcount up 14 people 18 sales and marketing now, +3 for the qtr indirect success has been better than expected - expect indirect can give them greater leverage quicker than direct, but a small number of direct opportunities can represent a large % of revenue target 50% international sales, hopefully this year working a couple telco opportunities Sightline is only one of a dozen plus opportunities with cabletron now working with Cabletron service provider division

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