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Technology Stocks : BAY Ntwks (under House)
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To: RFF who wrote (4784)3/17/1998 10:15:00 PM
From: RFF  Read Replies (1) of 6980
 
Some more highlights:

More Accelar -

It seemed like Accelar had a tough time in the mfg ramp - they said it was ramping well though. They said that significant units didn't get shipped out for eval until the end of Feb. So the lack of Accelar rev is not do to a bad mkt acceptance, just push out eval period. There was a joke about having a couple extra weeks wouldv'e made the qtr.

I think the big picture they tried to get across was:

Seasonal slow down with start of new year + eval of competing technologies = extra couple of indecisive weeks in the IT departments

They thought that the Accelar products were doing great in eval and were really going to hit CSCO in the backbone. Said that hadn't been able to compete with them in this area before, but were no on the "offensive" and taking customers.

Said they haven't seen a canibalization of other products to to Accelar introduction; actually look like its helping sell other switching products;

Expenses -

Spending is well under control, under plan right now

Expenses will grow slower than revenues next qtr.

Inventory -

Inventory will be flat - which is good for a slow rev qtr.

Working the channel level down

Future Growth -

Said they have grown faster than the overall industry for the last three qtrs, taking mkt share; expect to return to this growth next qtr.

Still see high demand for networking products; mentioned still seeing high "unit" shipments of PCs and servers.
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