CC:
A: The 5300 is not making CSCO any more competitive.
Q: Dillon Reed: What are migration plans for the 550 to pick up FR?
A: Mory: No plans for FR into 550. It is a concentrator for 500s running FR interfaces.
Q: Richard Wu: ATM growth sequentially and FR?
A: Ashby: Percent. growth of ATM was greater than 75% Q over Q, won't be more precise than that. FR growth was a lot more modest than ATM growth.
A: Mory: We here that beta of the NN product has been delayed.
Q: Joel Noel, H&Q: Mory, you said good growth in CLEC products. What were they?
A: Mory: Majority of CLEC is MAXTNT product deployment, with some opp. for GRF and FR product.
A: Bernie: Some CLEC opps. are very significant. Multiple millions of dollars for a single port. Very significant.
Q: Oppenheimer: You are obviously rebounding. What are your main points of optimism? Where is over 10% in 2H?
A: Mory: Normally, carrier purchasing pattern is 2H. Also, some of our new products, GX550, will be 2H. Also, our DSL product line, will see some in 2H, not major RBOCs, but some of the larger CLECS. Also, some improvement in MAXTNT product line with addition of voice capabilities, in trial now. Given all, plus anticipation of far east rebound, that increases our optimism for 2H.
Q: Within RAS portion, are you prepared for pricing action?
A: Mory: In RAS, we are talking about price reduction in 1H or early 2H. Due to new technology which will reduce our costs. (I think this is 3 modems on a chip).
Mory: Thank all of you. We will talk to you next Q. Thank you very much.
DONE |
