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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 681.92

-0.7%

Dec 31 4:00 PM EST

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To: Johnny Canuck who wrote (32867)	6/18/2001 6:17:18 PM
From: Johnny Canuck	Read Replies (1) of 69349

Just got off the phone with AVCI Investor Relations. Cash at the end of Q1 was $214 mil. Current burn rate 20 to 25 mil per Q. No credit facility is in place. Still no vendor financing. They are not seeing the reduction in bandwidth demand currently alluded to by NT. They are doubtful that is the case. They mentioned that JNPR and CSCO are not suggesting the same thing. Suggested that it might be vendor/product segment specific. Possbily bad execution of their business plans. They are seeing extended evaluation cycles though. They see that as a positive as it let them get into consideration for more trials. See a 40 to 50 percent long term cost saving by using the TSR. The scalability lets customers who are cost conscience order low populated systems and add more as necessary. JNPR and CSCO do not have a similar feature. No average deal size. Still expect profitability in Q2-Q3. No specific geographic weakness. US demand at same level. Europe and Asia also about the same. Customers are mostly next generation networks. No CLEC's as customers. 5 announced customers AT&T, Qwest,Enron, Williams and France Telecom. [Note Qwest and William have finished their builds as far as I know.]. Next earnings release about July 19. Note market capitalization as of today is $297,207,000. Cash on hand given projected burn rate: $190 mil.

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