From the prospectus, the following is the breakdown in sales in the U.S. and
overseas. Note that the sales percentage in Asia is small. Other
semi and network stocks got hit today because they have much higher PE.
The PE of this stock is currently around 20. Analysts promotion and
earnings estimate will come after 12/22 (25 days from IPO).
SIX MONTHS
ENDED
YEAR ENDED MARCH 31, SEPTEMBER 30,
----------------------- ---------------
1995 1996 1997 1996 1997
------- ------- ------- ------- -------
<S> <C> <C> <C> <C> <C>
Net revenues:
United States...................... $32,554 $28,134 $34,424 $15,682 $20,857
Canada............................. 8,030 10,116 10,943 5,727 5,866
Europe and Israel.................. 4,075 6,525 8,216 4,466 6,373
Asia............................... 2,291 5,489 3,885 2,080 2,112
------- ------- ------- ------- -------
Total............................ $46,950 $50,264 $57,468 $27,955 $35,208
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