Re -- Some points on the Conf call
Very upbeat!! Did gain marketshare this Q (presumably from Cisco and COMS), on track to grow more than competitors!!!
-- Book to Bill close to 1
-- sequential growth more than competitors
-- industry growth 11% dataquest and 17% delloro, with possible revisions for 98. However March Q seasonally down, but Bay intends to break this trend.
-- Accelar orders small this Q, but bookings were opened in the last few days of the Q. Plans to manufacture 1000's of units this Q. Gig in eval, but will realize revenue in weeks.
-- Margins with manufacturing inhouse, will increase to 55% but mid to late fiscal 99.
-- Gains in marketshare, 1000 new customers!!! A list of Customers with different requirements were mentioned (DreamWorks, AmEx canada, Malasia, Germany ..)
-- Centillion line has a stream of new blades/products, and is doing very well.
- See segmented market 30% ATM and 70% frame. Thus do not see Accelar cannibalize centillion.
-- Remote Access 6%, Excellent (100%) sequential growth, no leasing this Q, but expect some next Q's.
-- Good product functionality on shared hubs, able to sell inspite of cabletrons woes.
- Routers continually revamped, and new announcements to compete with Cisco's offerings.
-- Baystack 350T, selling well, Bay Currently the leader in these switches, with continuous overlapping development cycles and products.
-- Head count increase by about 400 in marketing and customer service.
-- working on increasing Revenue/employee
Stockman |
