Style,
I'm neither short nor long ASND and actually I've been looking for entry point to make a short-term gain (No high confidence with long term)as I put an order to buy at $34 today before the market open.
>>Assumptions don't do much for me. I want some raw data if you are going to throw out figures on how much each product sold to NTT in the contract will yield..
A fully loaded and configured B-STDX 9000 has a list price of as much as $300,000. But not all of the units NTT will buy need full configuration. In addition, they have to discount the price for at least 40-50% in order to beat out other competitors such as CSCO (yes, I am long CSCO). So a little more than $100,000/ea is not of of range. A CBX 500 ATM costs a little more than B-STDX 9000 (if I remember that correctly) but we have no idea how many units in the contract ( that will be much less than F/R switch if it is used to provide ATM uplink). My speculation is the total cost (excluding training, installtion, maintemance, etc..) will be no more than $30Million. The total ownership (including training, installation,..) costs about as much as three times of the hardware costs.
>>This locks out CSCO, which is another nice side-effect.
You are deadly wrong. CSCO is still the largest supplier of NTT and has a longterm relationship with them. Like any other major telecomm/ISPs in the States, NTT is not pursuing end-to-end solutions, which is why they picked ASND for their Frame-relay backbone.
Regards |
