Conference call was encouraging. Hit all expectations.
Definite weakness for Q1 due to weak CDMA demand and
bloated inventories. But, internet infrastructure will do
very well next year, expected strong growth for several
years.
Wireless:
CDMA weak, GSM weak as well, across all customers,
inventories may be high, market demand may be
slackening. Market share solid. GSM market share
may be increasing slightly.
GSM 55%, CDMA 45% of wireless revenue.
GSM increasing, CDMA decreasing.
Outlook for CDMA market demand is uncertain.
Internet Infrastructure:
Optical growth ~ has been 200% yr/yr
Solid growth for next several years.
Can't give specific forward guidance due to impending split.
OC192 - weighted towards long haul, share increasing in metro.
Multi-Service:
Gaining share, Q1 weak due to temporary transition of a major
customer to 6 port voice&data platform, which is CNXT's system.
Sequential growth will return.
Solid growth in 2001.
BB Access:
Cable Modem - solid growth, shipped .25 mil in Q4.
Will double, or more, in Q1. 1 mil in backlog.
SDSL - solid >10% sequential growth for Q1.
ADSL - solid >10% sequential growth for Q1.
WAN Transport - solid >10% sequential growth for Q1 |
