[ CC ]
HDSL2 ramp starting end of Q1, 0pSp-3190-HDSL2, Avidia has highest ADSL density, Avidia Q1 revenue should double 4Q99, 5% of 4Q99 revenue was from Avidia {~2.5million}, 2% Megabit access, Y2000 revenue of ~50-55 million from Avidia with upside, GTE HDSL approval, ILEC BA HDSL2 rumor, hoping for announcement this 1Q, European Avidia CLEC win, customer base expanding, 68 total Avidia customers {8-12 non-trial customers}, profitability 3Q2000-4Q2000, forward pricing on HDSL2, will see minimal gross margin improvements in 2Q from Mexico HDSL.. most in 3Q, HDSL2 chipset will be from Intel/Level-One initially. ME cost savings of ~1 million starting in 2Q. |
