John,
I couldn't find the info I wanted on the Web page...that is WHY I asked the question on this board.
I did call the company i.r. several days ago though and found out that Seeq is mainly supplying several of the 'start-ups' in the GE field, but are not likely to be in the large co's (CSCO, BAY, 3COM) any time soon (but may someday). That is what I wanted to find out. I was kind of hoping they were supplying chips to Bay's Accelar line. <g> I believe Seeq is selling GE chips to people like Berkley, Essential, Excellent Designs, and most notably, imho, Foundry, which I have heard good things about. I think Foundry has an OEM with DEC but I am not sure.
Anyhow, as everyone here knows, the FE chips are still the bulk of Seeq's revenues, and their largest customer is Bay (bc of centillion). GE revenues will slowly grow until the market really takes off.
I will continue to watch seeq. I believe the Sept quarter is traditionally their strongest and last year the Dec. one was weak for a number of reasons that are not there this year (some push-outs). I think Seeq should have a good quarter, bc of I believe Bay is doing pretty well (but i believe it will be a weaker quarter then last, like last year).
ALL IMHO,
pigboy |
