Thanks Greg,
The IR presentation is available as a webcast on the Q IR page for:
"Morgan Stanley Software, Services, Internet, and Networking Conference 2003"
The key words continue to be customer centered, tech agnostic, diverse products from similar silicon, a lot of software drivers, easier qualification and shorter time to market for OEMs, and multiple technologies going forward.
The CEO briefly reviewed embedded and iSCSI strategies.
The business review including percentage of revenues from OEMs, growth, market, inventory management, and pricing.
Throughout the talk, they were referring to slides that were not included with the web cast (at least the Real version).
The CEO emphasized their track record of growth, how they are different from competitors, and what I would consider to be a fairly aggressive growth strategy/expectation.
George D. |
