NTRG - Netergy Networks (formerly 8x8, Inc.) Message Board

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Technology Stocks : NTRG - Netergy Networks (formerly 8x8, Inc.)

EGHT 1.995

-0.3%

Dec 30 3:59 PM EST

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To: pirate_200 who started this subject	10/31/2000 2:24:37 PM
From: pirate_200	Read Replies (1) of 53

Netergy FY2001 Q2 Conference Call - 30 October 2000 There was really not much new news, the main points were: - Audacity T2 chip in production. Netergy says there is one customer everyone will know by name along with some others. They can't announce the customer until the end product that is using the chip is in production - for competitive reasons both for the customers and Netergy, but mainly the customers. - iPBX: re-organization is done with Uforce. iPBX is on schedule and Dialink trial goes well. Head honcho at Dialink was on the conference call to give his very positive impressions of the trial. Netergy is now fully running on iPBX through Dialink (120-130 employees in Santa Clara along with a virtual private network (VPN) connection to France's 30-35 employees) and will have phone numbers available on Netergy's website for shareholders to call in/leave messages for call back to do their own test of the quality of the product. - ST Micro: relationship continues going well. Went over recent announcement of ST Micro/Netergy joint production/licensing agreement. Expects revenue from products being worked on with ST to start in the second half of CY2001. - Alcatel: relationship continues going well. Like ST Micro, expects revenue to start in second half of CY2001. - VoIP revenues around $600K for IP telephony products (Audacity, Symphony, reference development kits) and licensing. By my count, that's over $1M in revenue for VoIP for the last 2 quarters together. This is just development stage revenue, but gives you an idea of the number of development kits and lab testing/trials Netergy's products are probably in with other companies. The conference call was set up to do the intro, financials and then questions by analysts followed by email questions. There wasn't anything much that isn't covered above, but I encourage you to listen to the conference call (link on Netergy's website) and draw your own conclusions.

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