I hate to break up your personal sitcom which has gone beyond merely boring, but getting back to the topic of this thread:
From AVNX conf call...
by: Mr_Ziggy_Stardust (140/M/Andromeda) 1/12/01 9:01 am
Msg: 14079 of 14111
WHICH VENDORS USE AVANEX'S PRODUCTS?
1. Avanex in its APRIL analyst conference call said:
"No one else has a PowerMux of any kind, which is why PowerMux is
achieving increasing commercial success in the marketplace. And no one
else has a PowerShaper of any kind. Not in commercial application and
certainly not qualified by any customer we know of.... Most of our
customers request or require that we do not issue contract
announcements -- because this is a highly competitive space and they
prefer not to broadcast their activities, so we honor their
requests....Recently, MCI has begun ordering our PowerMux for
long-haul application. We think this will become a burgeoning
opportunity for us. PowerMux also has attracted attention, and is in
various stages of order, from NORTEL, CORNING, SYCAMORE, SIEMENS,
QTERA, SUMITOMO, and FUJITSU."
.
(You can access these conference calls at the link below)
.
investor.avanex.com
.
2. In Avanex's fourth quarter conference call we learn that:
.
"NORTEL has incorporated PM into their 160-channel product and
shipments to SYCAMORE also started last quarter..."
.
And that,
.
"PM has just been qualified by SIEMENS and also by FUJITSU for their
just announced 176-channel system. Avanex is in the final stages of
qualification with LUCENT (for their 360-channel system??) and
CISCO/PIRELLI."
.
So we know that current customers for PowerMux at least include
WORLDCOM, NORTEL, FUJITSU and SYCAMORE, and will likely include
SIEMENS, LUCENT, and CISCO/PIRELLI.
.
3. We have yet to hear about previously mentioned CORNING, QTERA, and
SUMITOMO and from customers who have requested confidentiality. A few
months ago Charlie Burger had this to say about Avanex's customers:
.
"Sorry you have been lead to believe that Avanex has a very limited
list of customers because exactly the opposite is true. In fact, the
complete list (we have seen it), which is confidential due to the
request of the companies testing and ordering the product, is quite
astounding. Avanex, of course, would gladly shout to the world who
these companies are, but they can't if they want any business.
.
As an interesting side note, at this month's SuperComm I met with many
metro startups. When I asked each one how they muxed, the answer I got
back was always silence."
.
4. As you note in your news analysis, Avanex has starting selling
significant volumes of PowerMux in the last quarter (Q12001 ending
Sept. 30). PowerMux and PowerShaper approximately doubling from 20% of
revenues to 40% of revenues over the previous quarter.
.
By my calcs,
.
Q42000
Total revenues $19.3 million
PM/PS revenues $3.9 million
.
Q12001
Total revenues $34.8 million
PM/PS revenues $13.9 million
.
That's 360% growth over the previous quarter. It will be interesting
to see what kind of growth these products will sustain in the current
quarter (ending this month and on which Avanex will report on January
18th).
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Cogent should be added to the above list, too. |
