Conference starts today. Could be why dinner was last night. Title is
Telecommunications Equipment Conference
Cisco was on deck at 8:15 to 8:45 am today. Larry R. Carter, CFO, presenting.
Newbridge Networks followed CSCO at 8:50 to 9:20 am. Peter Sommerer, Vice Chairman, presenting.
Others today: Anixter International, Shiva, and Symbol Technologies are on the morning schedule. Afternoon has FORE, Yurie and Cabletron Systems.
Tomorrow: Lucent Technologies, General Instrument, ADC Telecommunications, Advanced Fibre Communications, and Comverse Technology in the am. With a three way "Service Provider Panel" including AT&T, Bell Atlantic and GTE before lunch. Afternoon includes; Tellabs, DSC Communications, Northern Telecom, Ciena (3:45 to 4:15 pm, Dr. Patrick Nettles, President & CEO, presenter.
Thursday's line-up; Qualcomm, DSP Communications, Andrew, Nokia, and Digital Microwave are before lunch. Panel at the endof te morning is on "Networking Planning Panel" with Allen Telecom, LCC International, Omnipoint and Metawave. Afternoon includes LM Ericsson, Brightpoint and Motorola closes the conference.
Joseph J. Bellace of ML kicked off today and will again tomorrow. He is the analyst that follows ASND for ML. Thursday, Michael E. Ching, does the intro duties.
There are 30 minute break-out sessions post each presentation. ASND is not presenting from this schedule.
What else can I say?If you got other questions, just ask...
Dennis |