168.229.236.7
thanks for those CC tidbits, yoda. alas, i was out of town and have not yet made the time to tune in. your effort is appreciated by at least one on this board. me!
>ATE-12mil, down 11% QoQ/YoY-due to falloff at Slumberger.
typo or funny?
perhaps a little of both ...
in either case, the decline in ATE revs was slightly more than i expected, will trend lower in Q3 as management guided, and is one very good reason VTSS is unlikely to grow at 17% sequentially. as michael cited, 12% is a more reasonable and conservative number, although i'd be willing to venture perhaps 14% (with LU several score basis points lower).
to reiterate yoda's notes:
"Expect TCOM/DCOM growth in range of 15% QoQ. 13-15% for COMM total, ATE lower, 10-15% total revenue growth expected QoQ."
fwiw, here's one jewel i dug up that i don't believe you cited: revs at Cerent/Cisco and Sycamore were $8M and $7M, respectively.
thanks again,
-chris. |
