I've tried to estimate ATM revenues vs. total revenues for the last couple of
years, based on statements in press releases saying things like "14%
sequential increase, 85% yr over yr", etc. So this is very rough...
Total rev. ($M) ATM rev. ($M)
Q3, 98 est.: 360 200
Q2, 98: 432 195
Q1, 98: 435 170
Q4, 97: 441 142
Q3, 97: 333 113
Q2, 97: 315 105
Q1, 97: 286 77
Q4, 96: 272 57
Looks like Q4 tends to usually be a biggie...
I wonder when we'll start seeing revenues from the big contracts signed last fall
with BT, MCI, Stentor, etc. (Remember those?) Those were ATM WAN
contracts that drove the stock to $95 CDN, not TDM contracts! Are they still
intact??
I noticed Q2 98's press release stated that 90% of 36170 customers were
previous TDM customers. So that huge installed base I mentioned in my last
post seems to be paying off. Will that continue??
What about ASND's comments about the 36190 being recalled from tech trials...
is that true??
Here's a big question mark... who will AT&T go with????
Andrew |
